Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Financial protection plan – No ‘one size fits all’ solution

With a New Year comes resolutions. Everyone should make a resolution to review their protection and estate plans. A solid plan will help you feel confident your family’s finances are secure. The uncertainty of the past couple of years has shown how important it is to have a robust plan in place for securing your […]

Fairstone discuss: What is income protection insurance?

There are various complex risks in life that we all face, such as serious illness, an accident or death. What would happen if something were to happen to you? Fairstone independent financial adviser Adam J Walker asks what is income protection insurance? I never want to be the one who takes that call from a […]

Wills and power of attorneys – FAQs

Fairstone Chartered financial planner Sean Larkin looks at frequently asked questions around wills and power of attorneys How do I go about making a will? Whilst you can make a DIY will, it is best to use a professional will drafter such as a solicitor to ensure that it is drafted correctly as the consequences […]

Expert insight: Making a Will and keeping it updated

Making a Will and keeping it up to date is the only way you can ensure that when you die your wishes are clear. Here Fairstone Chartered Financial Planner Sean Larkin looks at the issue of Wills, the importance of setting up a Lasting Power of Attorney and the repercussions of death without a Will. […]

Get your finances under control with our five-step guide

Budgeting in times of economic uncertainty is an essential cornerstone of effective money management It will help you to keep track of exactly what is coming in and also what is going out. Without a budget, you are likely to be unprepared when you hit an unexpected financial hurdle, which is particularly pertinent during the […]

Tailoring financial advice for women

Almost three quarters of females aged 31 to 40 think that financial services could be more tailored to women. It is believed that having more female advisers in the sector could help women engage with financial advice and better plan for their future. The findings come in a survey by Fairstone, which incorporates one of […]

Discussing Inheritance: Time To Talk To Your Family

Leicester based Independent Financial Adviser, Ruth Heath looks at why more than half of UK adults aren’t discussing inheritance with their dependants With wealth for millennials set to double in the next 20 years, it’s arguably time to get over the awkwardness and have the conversation now. One of the main reasons why people aren’t […]

Maintain financial security during the rising cost of living

Independent Financial Adviser Harry Sims talks his 3 top tips for how you can maintain financial security during the rising cost of living. The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and other necessities has risen significantly in recent months. This […]

Financial wellbeing the key to improved mental health?

Repeated studies have shown that financial wellbeing is intrinsically linked to improved mental health. Research conducted by the independent charity Money and Mental Health Policy Institute, suggests that a poor financial situation will have a detrimental effect on an individual’s mental health, producing physical and psychological symptoms such as loss of sleep, poor concentration, and […]

Buying your first home, giving first time buyers an edge

Buying your first home? Whether you’re a young professional or simply planning for the future and trying to be smart with your money, buying your first home is one of the biggest financial decisions you’ll ever make. The journey of purchasing a property is not always easy and hurdles can crop up along the way, […]