Experience

FAIRSTONE FINANCIAL MANAGEMENT LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Adviser at Fairstone (Swaffham)

  • Jan 2020 - Present

  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 Show less



Hamlyn Financial Services Limited

• Independent Financial Adviser

  • Jul 2008 - Jan 2020

  Advise clients on their financial planning needs, including pensions, investments, protection, mortgages, inheritance tax planning. Advise clients on their financial planning needs, including pensions, investments, protection, mortgages, inheritance tax planning.



Tailored Solutions Independent Financial Advisers

• Financial Adviser

  • Aug 2001 - Jul 2008

  Advising clients on their financial planning needs. Advising clients on their financial planning needs.



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Advsier

  • Sep 1993 - Aug 2001