Investment management Helping you to plan for your future with a tailored investment plan Unit Trusts and OEICs Open-Ended Investment Companies (OEICs) and Unit Trusts are often attractive to those that wish to invest but don’t have the knowledge or expertise to go it alone. Investment bonds This investment vehicle can be used as a valuable tax and investment planning tool as part of a portfolio of personal investments or investments made on behalf of a Trust. ISAs Stocks and shares ISAs offer the possibility of higher returns than their cash alternatives but they do come with higher associated risk. Only 18% of UK consumers actively utilise wealth management services, don’t be one of the 82%. When it comes to planning for you and your family’s financial future, how you choose to invest will depend entirely on your personal circumstances and what you want to achieve. For example, if you’re investing for your retirement you will need to employ a different strategy than if you’re aiming for a shorter term goal. With so many investment options available there are a multitude of products that could help you to achieve your medium and long-term objectives. Your Fairstone adviser will work with you to create an investment plan that balances your key objectives with your attitude to risk, accounting for your current and potential tax position. We will also develop the best investment management plan for you, to help ensure that your money is working as hard as possible to help you achieve your goals. Our experienced network of investment advisers are completely independent and can help you access the whole investment market, advising on the most appropriate choice for you and your family. Investment management - your key questions, answered What is an investment bond? What is an OEIC? Are investment bonds subject to tax? What are the minimum requirements for an ISA? Starting your investment management plan with Fairstone Creating and maintaining the right investment strategy is vital to achieving your financial goals. We're local to you With over 40 locations nationwide we strive to provide local, face to face advice to over 70,000 clients. Chartered and Defaqto status Fairstone is proud to incorporate one of the UK's largest Chartered financial planning firms as well as our managed investment portfolio's being Defaqto 5-star rated for six consecutive years. Committed to quality Don't just take our word for it. Our clients have, and continue to rate us 5 stars on Truspilot with over 5,000 reviews. Match me to an adviser Matching you with the right local adviser for your needs We have over 650 local advisers specialising in investment advice all the way through to retirement planning. Provide some basic details through our quick and easy to use online tool, and we’ll provide you with the perfect match. Match me to an adviser Fairstone Group Ltd are trustees of the Fairstone Foundation – registered charity number 1121478 © Copyright 2021 Fairstone Group. All rights reserved. Fairstone Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority (FRN: 475973) Fairstone Wealth Management Ltd. Is authorised and regulated by the Financial Conduct Authority (FRN: 188596) Fairstone Private Wealth Ltd. is authorised and regulated by the Financial Conduct Authority (FRN: 457558) Fairstone Mortgage Solutions Ltd. is authorised and regulated by the Financial Conduct Authority (FRN:655072) All are part of the Fairstone group of companies. Registered in England. Registered Address: 1 the Bulrushes, Woodstock Way, Boldon Business park, Tyne & Wear NE35 9PF Keep up to date with Fairstone by subscribing to Intelligent Wealth, our FREE bi-monthly magazine ✔ I am happy to receive updates from Fairstone that may include newsletters, topical guides, financial insights and company news and events Privacy Policy How to make a complaint Modern Slavery Act Transparency Statement FCA Register Fairstone Group Fairstone Private Wealth Gender Pay Gap Careers We use cookies on this site to enhance your user experience. Further information can be found in our Privacy Policy. To agree to the use of cookies please click the button. OK, I agree