Wealth management Helping you plan your finances to achieve the lifestyle you deserve Creating your financial plan To create your individual financial plan: Work with your financial adviser to establish your short, medium and long-term goals Build in your key milestones Evaluate your current financial position Establish what you need to do to meet your goals Monitor and review your plan How Fairstone can help Whether you’re looking for advice for the first time, a review of your portfolio or a second opinion on previously obtained financial advice, Fairstone can help. We can show you how to use cash flow modelling to achieve your long-term goals We’ll help you look at the bigger picture to make sure you have all eventualities covered We’ll reduce your fees and charges where we can Book a financial review Fairstone offer all new clients a no cost, no obligation, initial consultation. Our dedicated client services team will be happy to match you to the local adviser that best suits your needs and objectives, in just a few short minutes. Speak to them on 0800 029 1110 or be matched to an adviser today. Wealth management or financial planning is about much more than buying financial products such as a pension wrapper or an ISA. These goals could include owning your own home, saving for school or university fees for your children, Retirement planning or saving to cover the costs of long-term care as you get older. Whatever your goals, strong financial planning can help you to achieve them. Professional financial planning can also help you to manage your investments in line with your individual goals and objectives, understand your tax obligations, protect you in case of unexpected illness or job loss and ensure that your wealth is passed on to the next generation in line with your wishes. Wealth management - your key questions, answered What's the best way to pass on wealth to my beneficiaries? Can I use my wealth to help my children buy their first property? What are tax planning goals? Starting your wealth management journey with Fairstone Wealth management is a holistic long-term plan that aims to ensure you are in the strongest financial position to achieve your life 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