Continuing to deliver a first-class service to our clients, whilst coping with the challenges of ever-increasing regulatory change, is a key priority for us, so joining forces with one of the largest Chartered financial planning firms in the UK makes very good sense.
It was clear from very early on in our discussions with Fairstone that our client-focused approach and business values are very much in tune with those of Fairstone.
The quality, strength and depth of the Fairstone organisation combined with their unique Downstream Buy Out acquisition model ensures that we can continue to deliver excellent client service under the umbrella of the Fairstone Group.
Mike Godfrey , Firm Principal
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 South West and further afield. Our team includes Chartered Financial Planners who can support your lifetime financial journey.
Fairstone is proud to incorporate one of the UK's largest Chartered financial planning firms
We are independent, aren’t tied to any particular product providers andour advisers offer whole of market choice
Our managed investment portfolios have been Defaqto 5-star rated for five consecutive years
rated wealth management house on Trustpilot
highly qualified financial advisers and staff