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.

It’s not a subject matter that any of us wants to consider, but thinking about what will happen to our estate after we die is important if we want our loved ones to benefit from a legacy. Read William and Marion's story - https://buff.ly/3a1hsMS

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The impact of coronavirus is being felt across the UK and we hope that you, your family and friends are keeping safe and well. Our Head of Portfolio Management, Ollie Stone, explains the impact the virus is having on financial markets across the globe.
https://www.fairstone.co.uk/news/article/market-update

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Fairstone Financial Management NI is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd is authorised and regulated by the Financial Conduct Authority – FRN: 475973. Part of the Fairstone Group. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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.

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