Fairstone Financial Management Ltd
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 15th January 2020
Meet our advisers
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
What our clients say
I can’t recommend them highly enough. I feel I am in excellent hands with my advisor Rachel and enjoy our annual update and feel welcome every time I make contact with the organisation which is very important to me.
An excellent and comprehensive service. From the initial contact as a first time investor the company have been very professional and provided an excellent service. Rachel Storey is very approachable and knowledgeable and I have every confidence in her advice.
I am very pleased with the support and advice given to me when managing my finances. In addition to annual reviews I am able to contact my adviser at any time to request help and support. Annual home visits are an advantage and enable me to feel relaxed and comfortable in familiar surroundings when discussing finances.
Our advisor from the company is Rachel who is extremely knowledgeable and professional. She has helped us to sort out both investments and pensions and we are very happy with how they are all performing at present. Rachel is not at all pushy and you never feel pressured into signing anything, she explains the options and leaves the decision to us. I would highly recommend Fairstone & Rachel.
Fairstone Financial Management Ltd is a national firm of Independent Financial Advisers. Established in the North East in 2008, Fairstone is now one of the UK’s largest Chartered financial planning firms.
At Fairstone we understand how important it is to make the most of your money and we aim to deliver outstanding service to all of our clients whatever their financial needs or aspirations.
Our key services include: investment management, estate planning, retirement planning, mortgages and corporate financial planning.
We regularly analyse the marketplace to deliver only the highest-quality product options to our customers whilst ensuring that every customer is offered the widest possible choice of financial products and services.
The entire customer journey is conducted in a friendly yet professional manner, with an efficiency that demonstrates how we go the extra mile in delivering unfailing customer satisfaction.
Every interaction is customer-centred, with individual and specific advice designed to identify and develop a solution which is unique to each customer.
Where to find us
Fairstone Financial Management, Hartlepool, TS25 2QY
Minimum wealth (income/assets)
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Face to face