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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

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Financial Planning
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Situated on Widemarsh Street, our Hereford office benefits from key transport routes, including the A49 and Hereford Railway Station, offering excellent connectivity for clients across Herefordshire and beyond.

Call us on 01423 355 726 and our Hereford team of experts will be happy to help.

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Meet our Hereford wealth management team

Headshot of Mike Grimes

Mike Grimes

Independent Financial Adviser

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Straightforward independent financial advice for clients across Herefordshire: Hereford, Leominster, Ross-on-Wye, Bromyard and Ledbury.

Trustpilot

Complete Financial Planning join Fairstone: Serving clients across Hereford for over 10 years.

Complete Financial Planning, based in Hereford, became part of the Fairstone family in 2022. Led by Firm Principals Mark Rawlings and David Rawlings, the team has been dedicated to providing trusted financial advice for over a decade.

By joining Fairstone, they found a natural home that reflects their commitment to integrity and putting clients first. With access to wider expertise, regulatory support, and whole-of-market solutions, the team can continue delivering the highest quality advice while benefiting from Fairstone’s robust compliance and training framework.

Planning your visit to our Hereford 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.

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