Fairstone Financial Management Ltd
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
Pensions & divorce
Pensions & retirement planning
Building your home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 23rd January 2020
Meet our advisers
Chartered Financial Planner
Qualifications & Accreditations
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
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.
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.
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.
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.
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
Fairstone Financial Management, Colne, Lancashire, BB8 7HY
Minimum wealth (income/assets)
Minimum mortgage value
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