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  11. Fairstone Financial Management Ltd

Fairstone Financial Management Ltd

Independent Financial Adviser  190 Roberttown Lane, Liversedge, West Yorkshire, WF15 7LF
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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Mortgage protection
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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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Commercial motor
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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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Payment protection 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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EEA
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Rest of world
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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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Sharia finance
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Long term care
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Jonny Garnett
Independent Financial Adviser

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
I had numerous pensions that were difficult to keep track of and I didn’t know enough to understand whether they were performing well or would be sufficient for my retirement. I also wanted to get a better return on my savings than the bank and building societies could offer. Jonathan reviewed all my pensions, investments and savings and gave recommendations on options that would be more likely to deliver a better return and give me more flexibility and also enable me to track and manage my investments easily. It is too soon to see any results, but I already have a much clearer view of my financial position and the options available to me. As a natural risk averse person, I was sceptical about engaging a financial advisor but having dealt with Jonathan and Utopia I feel confident in their abilities and trust in the advice I’ve received from them.
Barbara, Yorkshire
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: 190 Roberttown Lane, Roberttown, Liversedge, West Yorkshire, WF15 7LF
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Fairstone Financial Management Limited is authorised and regulated by The Financial Conduct Authority

FRN 475973. Registered in England. Company No. 05574120. Part of the Fairstone Group.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

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