Sovereign Wealth Management
Business principal Marcus Harris (right) with Fairstone CEO, Lee Hartley (left)
A message from the business principal: 

I am pleased to have integrated the company with such a forward-thinking and client-focussed firm as Fairstone.

We look forward to continuing to deliver first-class service to our clients as part of the Fairstone family.

Further consolidating Fairstone’s measured growth plan, in 2020 nine firms have joined its unique DBO programme, which marks the start of their phased pre-acquisition process.

Marcus Harris

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: 
Independent Financial Adviser
Chartered Financial Planner
Independent Financial Adviser
Chartered Financial Planner
Independent Financial Adviser
Independent Financial Adviser
What our clients think of us: 
Fairstone Financial Management have been extremely easy to deal with and all proposals were fully explained in a professional manner before implementation.
Any queries have been answered promptly and concisely. The advice received from them has been followed and to date I am more than happy with how my portfolio is performing.

Pam

Get in touch: 
01225 904 777

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