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
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Buying commercial property
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Tax & trust planning
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Expatriate finances
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Commercial mortgages
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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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Sharia finance
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Long Term Care
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Last authorised 1st March 2021
Meet our advisers
MR David Bolton FPFS
Chartered Financial Planner
What our clients say
Friendly and professional service. David Bolton always manages to pitch his explanations at just the level to ensure that we have a clear understanding of options available to us. I would have no hesitation in recommending them
Ian & Caroline, Leicester
We have always found David and his team provide an excellent service. Whenever we meet with him, he provides transparent and concise information which is explained if necessary. We are always met with a friendly, warm welcome. David is very personable and listens to our queries and comments. Thank you to the whole team.
Nick & Kathryn, Undisclosed
Since we have been working with Fairstone our advisor David Bolton has helped us tidy up our finances and combine many small pensions from past employers into one larger pot. More Importantly David helped us to recover a badly managed investment with a previous FA company using the Financial Services Commission. We have been more than happy with the service we have received and with our individual plans and portfolios.
Dawn, Cardiff
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: 11 Nursery Ct, Kibworth Harcourt, Leicester, LE8 0EX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
