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Investing

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

Financial Planning

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

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Financial Planning
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Located on the first floor at 2 The Crescent, our Carlisle office is ideally situated in the city center, just a short walk from Carlisle Railway Station and easily accessible from the M6 and surrounding areas.

Call us on 01228 597 986 and our Carlisle team of experts will be happy to help.

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Meet our Carlisle wealth management team​

Fairstone financial adviser Darren Turnbull

Darren Turnbull

Chartered Financial Planner

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Fairstone financial adviser

Nigel Shackleton

Chartered Financial Planner

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Fairstone financial adviser Adrian Leslie

Adrian Leslie

Independent Financial Adviser

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Straightforward independent financial advice for clients across Cumbria: Carlisle, Penrith, Brampton, Wigton and Cockermouth.

Trustpilot

Financial Concepts Join Fairstone: Serving Clients Across Carlisle for Over 23 Years.

Carlisle-based Financial Concepts took the next step in its journey by becoming part of the Fairstone family in 2022. Led by firm principals Darren Turnbull, Anthony Phillipson, and Nigel Shackleton, the team had spent over 23 years building trusted relationships with their clients.

Their decision to integrate with Fairstone was driven by a desire to enhance their services, ensuring long-term continuity and stability for their clients. At the same time, joining Fairstone provided new opportunities for their staff, offering access to greater resources, professional development, and a strong support network within a national firm.

Planning your visit to our Carlisle office

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

Discover how we can help you to plan for retirement

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

We Oversee

£20BN

Funds Under Management
Across the UK and Ireland

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

We operate
at over

50

locations
across the UK
and Ireland

How we can help you grow, plan and protect your financial future

Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.

Incorporating one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services.

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.

Investing

Investment Management
Wealth Management

Financial planning

Retirement Planning
Estate Planning
Mortgage Advice
Financial Protection
Corporate Financial Planning
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