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

About us: 

Fairstone is a national wealth management house and one of the largest Chartered Financial Planning firms in the UK.

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.

This Fairstone office represents clients across the South West and further afield. Our team includes Chartered Financial Planners who can support your lifetime financial journey.

Meet the team: 
Chartered Financial Planner
Chartered Financial Planner
Get in touch: 
01794 367 465

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.

View our full range of services