Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

We are delighted to announce that Complete Financial Planning is now part of Fairstone

What does this mean for you?

Get in touch with Complete Financial Planning

A message from the business principal

The Fairstone proposition appealed to us as it provides an opportunity to work closely with one of the UK’s largest Chartered financial planning firms, to build our business together.

We have been working closely with the Fairstone team over the past three years and the integration has been virtually seamless. We have embraced their Gateway system, which is a fantastic back-office system and is significantly better than what we were using before.

Fairstone also shares the same cultural values and integrity as we do when it comes to putting clients first and foremost, making us an excellent fit.

David Rawlings, Firm principal

As a Fairstone client, you can be assured that you will always receive the highest quality advice and service

Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.

Our clients are at the centre of everything we do and thanks to them we are the number one rated wealth management house on TrustPilot.

Whatever your circumstances and your financial goals for now and the future, our advisers can help you to plan to ensure that you meet those aspirations.

The Fairstone office represents clients across the North East and further afield. Our team includes Chartered Financial Planners who can support your lifetime financial journey.

chartered-financial-planner-logo

Fairstone is proud to incorporate one of the UK’s largest Chartered financial planning firms

independent-financial-advisor

We are independent, aren’t tied to any particular product providers and our advisers offer whole of market choice

defaqto

Our managed investment portfolios have been Defaqto 5-star rated for seven consecutive years

50+

locations nationwide

#1

rated wealth management house on Trustpilot

£18bn

of client investment funds