Fairstone Financial Management Ltd

Independent Financial Adviser  168 Bath Street, Glasgow, City of glasgow, G1 3DN
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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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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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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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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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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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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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
Response rating
9.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Fraser McPhate
Chartered Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
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: 168 Bath Street, Glasgow, G2 4TP
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 21st September 2020

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