“Part of the UK’s largest
Chartered Financial Planning
firm, we provide holistic
financial advice.”

“Whatever your circumstances
we help you to achieve your
financial goals by starting
with the end in mind."

“Whether investing, reviewing
your pension or buying a new
home, we help you to make
the most of your money."

“Our expert financial advice will
help you focus on the important
things in life, with peace of mind.”

Welcome to Fairstone Financial Management NI, where we give you financial peace of mind through independent, Chartered financial advice.

At Fairstone Financial Management NI we believe in building long-term relationships with our clients, helping you to plan for a more financially secure future.

To do this, we work closely with you to understand your financial goals – be it saving to fund your children’s education, or achieving the early retirement that you deserve.

Whether you are private client, entrepreneur or corporate client, we will help to create a financial plan for you that is easy to understand and manage, giving you complete control of your financial situation – both now and in the future.

 

Fairstone Financial Planning explained...

How we can help you

Whether you are an individual, entrepreneur or corporate client, more often than not you simply won't have the time you would like, to dedicate to thinking about financial planning.

That’s why at Fairstone Financial Management NI, we take the financial planning burden away by working with you to establish your financial goals, such as:

  • Protecting or growing your wealth;
  • Preserving your wealth for future generations, or;
  • Protecting your business interests through corporate advice such as our specialist auto-enrolment service.

We will provide clarity on your current financial position and give you strategies and solutions to help you take control of your finances, making your financial life more enjoyable and secure.

Case studies

Here you will find a number of case studies which will tell you more about how we have helped our clients with issues such as securing early retirement, generating a legacy and protecting and building wealth.

Click to view the most relevant one to the service that you are looking for.

To find out more about our services, or for an informal discussion with one of our team, don’t hesitate to get in touch. 

About us

Fairstone Financial Management NI is a leading financial planning firm based in Northern Ireland, and part of one of the UK's largest independent, Chartered financial planning firms in the UK.

Our business was born out of the idea that there was a better way to help our clients with their financial planning needs.

Fundamental to this belief was to build a modern and professional financial planning business with integrity and quality at the heart of the business.

By applying our expertise and experience in an honest, independent way, we make our clients’ financial lives simpler and more easy to manage.

Medical professionals

Understanding your challenges

More often than not when advising medical professionals, we find that many simply don’t have the time they would like, to dedicate to financial planning.

That’s why we’ve developed a team of expert financial advisers which specialises in working with medical professionals to help do just that.

Whether you are at the start of your career, or thinking about retirement, our team of financial advisers will work with you to understand your aims and aspirations, and help you to plan for the financial future that you deserve.

Latest News

We like to keep you up to date with what’s going in the financial world, as well as the latest news from the firm.

Here, you will find information on our latest market commentary, investments news, updates on pensions and tax saving tips, as well as the latest news articles and commentary from the regional and national press.

Client site

Here you will have access to your personal finance manager, where you can log on and get real time valuations on your portfolio.

You will also find relevant documents that you may need from time to time.

Get in touch

To find out more about the breadth of financial planning services that we offer to both individual and corporate clients, don’t hesitate to get in touch with us.

Our expert advisers can help with everything from tax-efficient investing and retirement planning, to mortgage solutions, financial protection and corporate planning – including auto-enrolment.

Complete the form below, and we will be in touch with you for an informal consultation to find out how best we can help you or your business.