Fairstone Financial Management Ltd

Independent Financial Adviser Fairstone Financial Management, Nelson, Lancashire, BB9 5SP
First meeting at adviser's own cost
Response rating
9.7 /10
FCA verified
11th November 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
Danielle Gregory
What our clients say
Danielle is an excellent financial advisor and would recommend both Danielle and Fairstone for any financial affairs.
Shaun Richardson, Accrington
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 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
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
Where to find us

Fairstone Financial Management, Nelson, Lancashire, BB9 5SP

Make an enquiry
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.

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value