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

What does this mean for you?

Your service won't change. The team remains the same and you can contact us through the usual channels.
Joining Fairstone will enable us to further support your financial objectives and provide you with a greater range of services.

Get in touch with CUBE Financial Planning

A message from the business principal

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

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 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

42

locations nationwide

#1

rated wealth management house on Trustpilot

655

highly qualified financial advisers and staff

Some of our financial planning Advisers