Fairstone Financial Management NI

Independent Financial Adviser 18 Crescent Business Park, Ballinderry Road, Lisburn, Co.Antrim, BT28 2GN

First meeting at adviser's own cost

Response rating

7.0/10

20th May 2019

Chartered Financial Planners covering all of N.Ireland. We strongly believe that Independent advice is the only alternative.

We can advise you on

Buy to let
Commercial for individuals
Equity release
First time buyers
Flexible
High loan to value
Home reversion
Overseas
Remortgage
Residential
Right to buy
Self build
Self employed

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Meet our advisers

Sean Larkin AFPC Dip PFS

Chartered Fianancial Planner Certified Financial Planner

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

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

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Accreditations

Peter Savage APFS CFPCM

Chartered Financial Planner Certified Financial Planner

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MAQ - Mortgage Advice Qualification (CII)

CF7 - Certificate in Lifetime Mortgages Activities (CII)

Dip PFS - Personal Finance Society Diploma (PFS)

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

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations

Kyna Cupples

Mortgage & Protection Adviser

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

DipMAP - Diploma in Mortgage Advice and Practice

This qualification assesses a knowledge and understanding of the commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.

Wanda Moore CeMap CeRER

Financial Planning Consultant

Qualifications & Accreditations Hide qualifications

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Where to find us

18 Crescent Business Park, Ballinderry Road, Lisburn, Co.Antrim, BT28 2GN

Make an enquiry

About us

In line with our other financial services we offer high quality independent mortgage advice and general insurance services.

Our services

Welcome to Fairstone NI a firm of Chartered Financial Planners, where Independent advice is the only alternative.

Driven by a belief that there is a better way to serve our clients, our aim is to make your financial plans SIMPLE and easy to MANAGE. Giving you complete control of your financial future.
We save you time, provide clarity on your current financial position and provide you with strategies and solutions to help you take control of your finances. Making your financial life more enjoyable and financially secure.

Compliance

Fairstone Financial Management (NI) is a trading name of Fairstone Financial Management Ltd which is authorised and regulated by the Financial Conduct Authority – FRN: 475973. Fairstone Financial Management (NI) Ltd is a Limited Company registered in N.Ireland with company number NI 066420. The registered office is 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne & Wear, NE35 9PF

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Buy to let
Commercial for individuals
Equity release
First time buyers
Flexible
High loan to value
Home reversion
Overseas
Remortgage
Residential
Right to buy
Self build
Self employed

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum mortgage value

£0

Compliance

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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