Fairstone Financial Management Ltd

Independent Financial Adviser  Fairstone Financial Management, Thornaby, North yorkshire, TS17 0AA
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Rachel Storey

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
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.
Jean, East Boldon
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.
Wendy Allen, Stockton
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.
Norma, Hebburn
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.
Amanda, Darlington
About us

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.

Our services

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
Head office address: Fairstone Financial Management, Hartlepool, TS25 2QY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 29th June 2020

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