This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
AF7 - Pensions transfers (CII)
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.
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.
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
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