This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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
My advisor Craig has provided fantastic advice and guidance. Any questions I have had have been answered promptly and professionally. I would definitely recommend Craig to family and friends for professional financial friendly advice.
My wife and I have dealt with Craig at Fairstone Financial Management Ltd for a few years now. We have always found Craig very helpful and able to answer our countless queries. Appointments are easily made and always kept and there is never any pressure put on us to do anything we don't want to do. We would be very happy to recommend this company to others looking to plan for their retirements.
Craig has been immense over the years, a total understanding of the client and my requirements. Thank You Craig
Have known Craig Dyball for >20 years and has provided excellent investment advice and services. Highly recommended which I have with friends/family
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.
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, Darlington, DL2 1DE
We’ll answer the big questions in a straightforward way, such as ‘Can I afford to retire?’ ‘What will our lifestyle look like if I slow down from work?’ ‘What income can I reasonably expect from my pensions?’ and ‘Am I on track financially?’
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
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