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

What does this mean for you?

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

Get in touch with Mantle Financial Planning

A message from the business principals

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We elected to join Fairstone to help deal with the increasing difficulties of being a medium-sized IFA directly regulated by the FCA. Joining Fairstone was the right decision as they are an independent, Chartered, national firm which is not just interested in the client bank, but the company as a whole.

We all look forward to becoming part of the successful Fairstone Group and firmly believe this will be in the long-term best interests of both our clients and the company.

Colin Caulfield and Clive Shaw , Firm Principals

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.

Chartered Financial Planner

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

Independent Financial Adviser

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

Defaqto 5-star rated financial adviser

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


locations nationwide


rated wealth management house on Trustpilot


highly qualified financial advisers and staff

Some of our financial planning advisers