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

Intelligent Wealth – May/ June 2022

  What’s important to you, your family and your business? Better answers begin with better questions: What’s important to you, your family and your business, today, tomorrow and further down the track? And what do you have to do to make these important things become a reality? To discuss how Fairstone can help you, please contact […]

Spring Statement 2022

  Key announcements: Chancellor of the Exchequer, Rishi Sunak, delivered the Spring 2022 forecast statement on Wednesday 23 March 2022 to Parliament. We look at the key announcements: Economy and public finances Fuel, energy and living costs Taxation To discuss how Fairstone can help you, please contact us. We look forward to hearing from you.

Intelligent Wealth – Mar/Apr 2022

Download Intelligent Wealth – March/ April 22   What’s important to you, your family and your business? Better answers begin with better questions: What’s important to you, your family and your business, today, tomorrow and further down the track? And what do you have to do to make these important things become a reality? To […]

Download Fairstone’s guide to ISAs

Download ISA guide   To book an appointment with your adviser please contact them in the first instance. Alternatively, you can call our central team on 0191 519 6028 or email bookameeting@fairstone.co.uk to schedule an appointment.

Intelligent Wealth – Jan/Feb 2022

Welcome to the first edition of Intelligent Wealth for 2022 As we start another year, getting your financial life in order should be a top priority and there are a number of ways to help make sure that you start 2022 on a positive financial footing. In this edition of Intelligent Wealth we discuss the […]

Intelligent Wealth – Nov/Dec 2021

Welcome to our latest edition of Intelligent Wealth from Fairstone. Pensions and retirement plans still remain a taboo for many couples. In this issue we explain why when it comes to marriage and money, it’s good to talk. Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new […]

Autumn Budget Statement 2021

Preparing the country for an ‘age of optimism’ The Chancellor of the Exchequer, Rishi Sunak, delivered his Autumn Budget and Spending Review 2021(SR21) to Parliament on Wednesday 27 October 2021. The Autumn Budget and SR21 take place as the country focuses on recovering from a period of unparalleled global economic uncertainty and challenge to move […]

Changing Landscapes – Retirement is not just for the old

A third of people in their twenties taking financial advice wished they’d started at an even younger age, according to a new survey by Fairstone.   A further 50% of people polled across all age groups echoed this sentiment, with 98% saying they thought starting a financial plan as early as possible is beneficial. The […]

Intelligent Wealth – Sept / Oct 2021

Welcome to our latest edition of Intelligent Wealth from Fairstone. When you think of financial planning, pensions and savings will spring to mind. But, whilst often overlooked, protection should be a core part of your financial plan. If you are worried illness or injury could leave you without enough to pay bills, there are solutions […]

Intelligent Wealth – July / August

If you’ve worked hard throughout your lifetime to grow your wealth, you will want to ensure that it will help to safeguard the financial security of your loved ones after you’ve gone. There is a perception by some people that Inheritance Tax only affects the rich, which is untrue. Without careful planning in your lifetime, […]