What were the circumstances that caused you to look for a financial adviser?
Better value pension with more options according to my circumstances.
How did Kyle Penn help you?
Clearly explained pros and cons of the situation, particularly of doing nothing.
Have you seen the outcome you were hoping for?
The value of the fund has already increased to cover the cost of the transfer.
What could they have done better?
Hard to think of anything at the moment.
- Simon , Vouched for (<url hidden>)
Simon, Lincolnshire
What were the circumstances that caused you to look for a financial adviser?
I had spare cash I was looking to invest and wanted some personal insurance against the company.
How did Kyle Penn help you?
I saw 3 other financial advisors before I found Kyle and within the first 5 minutes I had 100% confidence in him Kyle really help by giving me some great options and advice Kyle's knowledge was impressive to say the least.
Have you seen the outcome you were hoping for?
The insurance package Kyle got for me was brilliant, for the investment side its early days but I am very confident in it doing well.
What could they have done better?
No, I can't knock anything and I'm impressed with the service - Sam , Vouched for (<url hidden>)
Sam, Nottinghamshire
What were the circumstances that caused you to look for a financial adviser?
Husband approaching retiring age I will be retiring in the next 10+ years.
How did Kyle Penn help you?
Providing brilliant advice on my current funds and risk levels. Making valuable recommendations on changing funds and Reviewing the risk level on each portfolio. Has provided superb advice on how my husband can withdraw a lump sum and the impact of retirement pension. Helped us make a sound decision on the next few years.
Have you seen the outcome you were hoping for?
Too early to say on my plan. Yes for my husband.
What could they have done better?
Nothing. - Sally , Vouched for (<url hidden>)
Sally, South Yorkshire
About us
Fairstone Financial Management Ltd provides independent financial planning to individuals and businesses about their long term financial goals and objectives.
You’ll most likely already have an idea of what you’re looking to achieve with your own finances, and the job of the financial planner is to ask you the difficult personal questions needed to be able to quantify these objectives and your future goals.
Our initial consultation is provided at our own cost and is without any further obligation. We’ll start by getting to know you and your future aspirations. Only then, can we help to navigate you through the details of your financial journey. Every step of the way.
Our services
At Fairstone we take a new world approach to financial planning which means that we offer our clients independent whole of market advice with unrestricted choice while delivering intelligent solutions with no lower wealth limits or exit penalties.
Our clients benefit from a full service offering which includes retirement planning as well as wealth and investment management, all of which we can typically provide at a 60% lower cost than the market leader through our transparent and flexible fee structure.
As a business we are committed to quality and delivering exceptional client outcomes, which has resulted in Fairstone continuing to carry a Defaqto 5 star rating for our core managed investment portfolios. In addition, our client satisfaction rating of 98% makes us the stand-out wealth management business as measured independently by Trustpilot.
Where to find us
Head office address: Fairstone Financial Manage Ltd, 11 South Parade, Doncaster, DN1 2DY
Retirement and Pension Specialist, Chartered Financial Planner, based in Newark and Lincoln, over 22-years experience. Call today for a free consultation or just an informal chat about your retirement plans.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
