Fairstone Financial Management Ltd

Independent Financial Adviser  Fairstone Financial Management, Nelson, Lancashire, BB9 5SP
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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Bad credit
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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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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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Stockbroking services
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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Danielle Gregory

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

What our clients say
Excellent  Danielle from the Nelson branch who dealt with us was very professional, listened to what we wanted and advised accordingly. They  do home visits if  you can't get to the office . We have already recommended several people who have been impressed. Would highly recommend. You would not be disappointed.
Neil and Linda, Undisclosed
Danielle is trustworthy, reliable and friendly. She is always willing to answer questions honestly and helps put your mind at rest. Would recommend her to other people.
C Pilkington, Burnley
Danielle was brilliant in talking through pension jargon with me and helped me through the whole process of me deciding what to do with my pension.  Very patient with all my questions and my back and forth email queries! Thank you for all your help Danielle!
Caroline, Glossop
Danielle is an excellent financial advisor and would recommend both Danielle and Fairstone for any financial affairs.
Shaun Richardson, Accrington
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, Nelson, Lancashire, BB9 5SP
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
9.4/10
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FCA authorised
Last authorised 19th October 2020

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