Expertise
- Inheritance Tax Planning
- Income Protection
- Investment Planning
- family protection
- Investment
- Wealth Management
- Pensions
- ISA investments
- Pension Transfers
- Pensions on Divorce
- VCT & EIS
- Critical illness cover
- SIPP/SSAS
- Cash flow modelling
- Whole of life policies
- Whole of market
- Keyperson Insurance
- Trust Planning
- Estate planning
- Relevant Life Insurance
- shareholder protection
- Investment Bonds
- Pension Consolidation
- Business Protection Insurance,
- Drawdown
Summary
Fairstone is a full-service wealth management house delivering integration-led growth to emerge as the whole of market sector leader.
We incorporate one of the UK’s largest Chartered financial planning firms and our team of wealth advisers have expertise across the full spectrum of independent financial advice, investment management and estate planning services.
As a business we are deeply committed to quality and as a result our core managed portfolio solutions have been Defaqto 5-star rated since inception.
We offer our clients whole of market advice with unrestricted choice while delivering intelligent wealth solutions that come with no lower wealth limits or exit penalties. Typically, we deliver our services at a 60% lower cost than the ‘market leader’ through our transparent and flexible fee structure.
Fundamentally, our clients are at the centre of everything we do and thanks to them we remain the number one rated wealth management house on Trustpilot.
To support our on-going acquisitive growth, we operate two unique acquisition models, the Downstream Buy Out (DBO) and the Individual Buy Out (IBO). Both propositions support the growth of forward-thinking IFA and wealth management practices. We shield business owners against a host of negative sector pressures, allowing them to optimise the sale value of their business whilst providing long-term stability and for them, their staff and their clients.
To find out more about our client offering visit fairstone.co.uk
To find out more about our acquisition models visit fairstonegroup.co.uk