Fairstone Financial Management Ltd

Independent Financial Adviser Fairstone Financial Management, Colne, Lancashire, BB8 7HY

First meeting at adviser's own cost

Response rating

9.1/10

10th June 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

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Small business
- Travel
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Long term care
- Long term care
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Make an enquiry Request a call back 01282 522972 Recommend to a friend

Meet our advisers

James Kitson

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

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

Accreditations

What our clients say

We have always found James Kitson of Fairstone Financial Management to have our best interests in the forefront. He is honest and his advice has served us well. He is well qualified and accommodating with his time, never rushing and good at explaining complicated financial dealings and we have no hesitation recommending James and Fairstone as financial advisors.

Fred, Undisclosed

I have been using the services of Fairstone for approximately 18 months. In summary I can say that they have always behaved in an exemplary manner, answering my questions with politeness, speed and accuracy. Their knowledge of the UK financial arena is without doubt placing my funds in the most appropriate vehicle whatever type it may be.

Rod Hathaway, Telford

I am very pleased with the service that I receive from Fairstone Financial Management and my adviser James. We have built up a good relationship over a number of years and I trust the advice that I am given. I feel that I am listened to and that my needs are understood and met. It is easy to communicate with the company and all the staff I have dealt with are extremely professional and courteous. I would have no reservation in recommending their services.

Angela Hughes, Burnley

Where to find us

Fairstone Financial Management, Colne, Lancashire, BB8 7HY

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.

Compliance

Fairstone Financial Management Limited is authorised and regulated by the Financial Conduct Authority, FCA Register Number 475973. Registered in England No 5574120. Registered Office: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne & Wear, NE35 9PF. Part of the Fairstone Group.

Make an enquiry Request a call back 01282 522972 Recommend to a friend

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Small business
- Travel
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Long term care
- Long term care
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Make an enquiry Request a call back 01282 522972 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01282 522972 Recommend to a friend

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