Fairstone Financial Management NI - Mums NI - A Hub For Parents in Northern Ireland
Details
Fairstone Financial Management NI is a leading financial planning firm based in Northern Ireland, and part of one of the...
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.
Through our experience, we understand that clients are decisive and receptive to advice. However, with all that life comprises, it can be hard for them to find the time to dedicate to thinking about financial planning.

Often, new clients come to us stuck in a ‘rut’, whereby they feel financially comfortable, but could be making better use of their income or capital.

We also appreciate that for the majority of clients time is more valuable than money. You can get more money but you cannot recover lost time.

That is why we have built our business around saving our clients time.

We work with both individual and business clients to provide clarity on their current financial position, developing strategies to help them take control of their finances, and helping to make their lives more enjoyable and financially secure as a result.

To achieve this, we use cutting edge technology which allows our clients to have complete control over their financial lives 24/7, removing any financial hassle from the process.
More
People Who Liked This
Recent Photos
Link copied to your clipboard
Filter Timeline:
Pinned Items
Recent Activities
  •   Mums NI reacted to this post about 1 year ago
    amybax updated the cover picture of the page event Protecting your family wealth (Morning Seminar)
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • amybax updated the cover picture of the page event Protecting your family wealth (Morning Seminar)
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • If you are considering using our services or just want to see what some of our clients have said about their experience, check out our Trustpilot page.

     https://uk.trustpilot.com/review/fairstone.co.uk

    T: 02892 605 088 | E: info@fairstoneni.co.uk

    #clients #reviews #trustpilot #northernireland
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • TrustPilot Reviews - Michael Guilfoyle
    "Pleasant and helpful, providing excellent up to date advice without any obligation. Very impressed with their service, my family have been using them for years!" - learn why else our clients recommend Fairstone’s Michael Guilfoyle on Trustpilot....
    "Pleasant and helpful, providing excellent up to date advice without any obligation. Very impressed with their service, my family have been using them for years!" - learn why else our clients recommend Fairstone’s Michael Guilfoyle on Trustpilot.

    Read more here - https://lnkd.in/dcSuiXb

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Saving for a deposit
    Help to Buy ISAs are now closed to new applicants. However, there are other options still available to first-time buyers.

    Find out more - https://www.fairstoneni.co.uk/the-help-to-buy-isa-scheme-is-now-closed/

    T: 02892 605 088 | E:...
    Help to Buy ISAs are now closed to new applicants. However, there are other options still available to first-time buyers.

    Find out more - https://www.fairstoneni.co.uk/the-help-to-buy-isa-scheme-is-now-closed/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • TrustPilot - Peter Savage (Chartered financial planner)
    "The difference between Peter at Fairstone and other Financial Advisers is that he provided a framework for me to assess my overall finances in the context of my life stage and aspirations, and not solely as a set of investments. Over the years...
    "The difference between Peter at Fairstone and other Financial Advisers is that he provided a framework for me to assess my overall finances in the context of my life stage and aspirations, and not solely as a set of investments. Over the years following my retirement, this has helped to live a very full life, with peace of mind." - learn why else our clients recommend Fairstone’s Peter Savage on Trustpilot

    Read more here - https://www.fairstoneni.co.uk/about-us/meet-the-team/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Saving for retirement
    It’s easy to push saving for your retirement to the back of your mind. Future events have a habit of feeling very distant, until they arrive. It can be a difficult thing to keep track of too; with nobody helping you along the way or checking up...
    It’s easy to push saving for your retirement to the back of your mind. Future events have a habit of feeling very distant, until they arrive. It can be a difficult thing to keep track of too; with nobody helping you along the way or checking up on your savings, putting a retirement plan in place can be a lonely experience.

    The fact is, most of us are simply not saving enough to enjoy a similar lifestyle to our working days in retirement. A ‘retirement reality’ report from insurer Aviva shows that nearly 1 in 4 employees believe that retirement will be a financial struggle. There are plenty of legitimate reasons why we don’t save enough – more immediate financial concerns will naturally take priority. You can’t save for tomorrow, for example, if it means forgoing your mortgage payments today. A lack of financial education also plays a big role. 85% of young adults, when surveyed, revealed that they wish they had been taught more about finance management through their school and university careers.

    The Government’s auto-enrolment workers’ pension initiative has helped and there are around 1 million people saving for their retirement for the first time ever, as a result, but how do the numbers add up? The minimum auto-enrolment contribution rate is 5% of annual income, and despite more than half of workers believing this is the recommended rate of saving, it’s far from it. The generally accepted figure among experts, if you wish to maintain a similar lifestyle in retirement, is a contribution equal to 13% of your annual income. Some of this deficit will be made up by employer’s pension contributions, however, we’re still looking at a wide gulf between actual savings and those that are required.

    Investment house, Fidelity, has devised a system it calls the ‘Power of Seven’, consisting of a number of savings goals. Ultimately, it suggests that to comfortably retire at 68, you should have saved the equivalent of 7 times your annual household income. So, if you were to retire with a household income of £50,000, you’d want a pension pot saved of £350,000. The exact figures will differ from case to case, so it’s recommended to use an online pension calculator to understand your personal situation and check it regularly to keep yourself updated.

    There are steps you can take to bolster your pension pot. It’s down to you to take responsibility for your finances, and even small steps like being a member of the works pension scheme and using tax friendly Savings Accounts can be helpful. If you receive a pay increase, perhaps allocate half of it to your savings or investments and enjoy the other half now. As tempting as it can be, it’s important to foster self-control to turn down opportunities for frivolous spending – think about tomorrow and give yourself more options in your golden years.

    If you have any questions around this topic, please feel free to get in touch with one of our pension specialists.

    T: 02892 605 088 | E: info@fairstoneni.co.uk



    A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN, WHICH WOULD HAVE AN IMPACT ON THE LEVEL OF PENSION BENEFITS AVAILABLE
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Wanda Moore - TrustPilot Reviews
    "Wanda Moore is always professional in all of our dealings with her and always behaves with integrity. Wanda is always down to earth and looks to do the best at all times for her clients - I trust Wanda at all times and will always go to her for...
    "Wanda Moore is always professional in all of our dealings with her and always behaves with integrity. Wanda is always down to earth and looks to do the best at all times for her clients - I trust Wanda at all times and will always go to her for all our Mortgage transactions and advice." - learn why else our clients recommend Fairstone’s Wanda Moore on Trustpilot.

    https://www.fairstoneni.co.uk/about-us/meet-the-team/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • David and Valerie's Story
    Estate planning isn't just about how to generate a legacy for children or grandchildren. It’s as much about getting your finances into shape in the here and now, and understanding the impact on your finances should the worst happen. We work with...
    Estate planning isn't just about how to generate a legacy for children or grandchildren. It’s as much about getting your finances into shape in the here and now, and understanding the impact on your finances should the worst happen. We work with clients to ensure just that.

    Read David and Valerie's story - https://www.fairstoneni.co.uk/case-studies/estate-planning/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Help to Buy ISA Deadline
    The Help to Buy ISA deadline is looming.

    Help to Buy ISAs are available until 30 November 2019. They won't be available to new savers after this date, but if you opened your Help to Buy ISA before then you can keep saving into your account...
    The Help to Buy ISA deadline is looming.

    Help to Buy ISAs are available until 30 November 2019. They won't be available to new savers after this date, but if you opened your Help to Buy ISA before then you can keep saving into your account until 30th November 2029.

    If your children or grandchildren are interested in taking out a Help to Buy ISA, encourage them to do so as soon as possible before time runs out. If you would like to know more, don’t hesitate to get in touch.

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Protecting what matters
    Financial planning is not only about fulfilling our needs and aspirations, but it is also about protecting those dearest to us, and those financially dependent upon us.

    Here are just some of the policies that need to be considered.

    Read...
    Financial planning is not only about fulfilling our needs and aspirations, but it is also about protecting those dearest to us, and those financially dependent upon us.

    Here are just some of the policies that need to be considered.

    Read more here - https://www.fairstoneni.co.uk/protecting-what-matters/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Ambition Weekly - NI Chamber Member News
    Check out our feature in the latest Ambition Weekly, which provides all the latest news from Northern Ireland Chamber of Commerce and Industry's members.

    Read now: https://tinyurl.com/y3h9oea8

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • TrustPilot - Paul McCord (Independent financial adviser)
    "I find Fairstone a great company to deal with. This is mainly down to our local representative, Paul McCord. I find his homely visits informative, reassuring and encouraging that our finances are in good hands with Fairstone. I would certainly...
    "I find Fairstone a great company to deal with. This is mainly down to our local representative, Paul McCord. I find his homely visits informative, reassuring and encouraging that our finances are in good hands with Fairstone. I would certainly recommend the company to family and friends if they wished to invest in the future." - learn why else our clients recommend Fairstone’s Paul McCord on Trustpilot.

    Read more here - https://www.fairstoneni.co.uk/about-us/meet-the-team/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Taxing Times
    Making sure you use up any allowance you are entitled to is the first step to reducing the amount of tax you may be liable to pay. We’ve provided our top five list of planning areas to consider before 5 April 2020, the end of the 2019/20 tax...
    Making sure you use up any allowance you are entitled to is the first step to reducing the amount of tax you may be liable to pay. We’ve provided our top five list of planning areas to consider before 5 April 2020, the end of the 2019/20 tax year.

    Read more here - https://lnkd.in/daQRpXT

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Lost Pensions
    People typically lose track of their pensions when changing jobs or moving home and the Government predicts that there could be as many as 50 million dormant and lost pensions by 2050. Fairstone Chartered Financial Planner Peter Savage looks at...
    People typically lose track of their pensions when changing jobs or moving home and the Government predicts that there could be as many as 50 million dormant and lost pensions by 2050. Fairstone Chartered Financial Planner Peter Savage looks at so called lost pensions.

    Read more here - https://www.fairstoneni.co.uk/lost-pensons/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • John and Margaret's story
    We help many clients to secure early retirement, by working with them to fully understand their financial situation and implement a financial plan that will lead them towards the early retirement they deserve.

    Read John and Margaret's story -...
    We help many clients to secure early retirement, by working with them to fully understand their financial situation and implement a financial plan that will lead them towards the early retirement they deserve.

    Read John and Margaret's story - http://ow.ly/Jds730lJ31N

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • A basic guide to remortgaging-1
    To ensure you’re not paying more on monthly repayments than you have to and that you’re getting the right deal, it is important to seek out new mortgage deals every few years. This is called a remortgage.

    Find out more -...
    To ensure you’re not paying more on monthly repayments than you have to and that you’re getting the right deal, it is important to seek out new mortgage deals every few years. This is called a remortgage.

    Find out more - https://www.fairstoneni.co.uk/a-basic-guide-to-remortgaging/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Happy Halloween
    Happy Halloween! The #FairstoneFamily hope you have a spooktacular one.

    What do you think of our office pumpkin? Isn't he fa-BOO-lous.
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • The video Fairstone NI Monthly Newsletter has been featured.
    Fairstone NI Monthly Newsletter
    Receive the latest updates, hints and tips from within the financial planning sector.

    Subscribe to our monthly newsletter - http://ow.ly/AiiQ50vjVKz

    Alternatively, get in touch with us via the methods listed below.

    T: 02892 605 088 | ...
    Receive the latest updates, hints and tips from within the financial planning sector.

    Subscribe to our monthly newsletter - http://ow.ly/AiiQ50vjVKz

    Alternatively, get in touch with us via the methods listed below.

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Spot the warning signs
    Don’t let scammers enjoy your hard-earned pension proceeds. Anyone can be the victim of a pension scam, no matter how savvy they think they are. It’s important that everyone can spot the warning signs.

    Read more here -...
    Don’t let scammers enjoy your hard-earned pension proceeds. Anyone can be the victim of a pension scam, no matter how savvy they think they are. It’s important that everyone can spot the warning signs.

    Read more here - https://www.fairstoneni.co.uk/spot-the-warning-signs/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
  • Financial Planning Consultant - David Stewart
    "David Stewart is an excellent financial adviser, who without exception puts the client interest as the most important matter. I have referred a number of people to him and he's built up many happy clients." - learn why else our clients recommend...
    "David Stewart is an excellent financial adviser, who without exception puts the client interest as the most important matter. I have referred a number of people to him and he's built up many happy clients." - learn why else our clients recommend Fairstone’s David Stewart on Trustpilot.

    Read more here - https://www.fairstoneni.co.uk/about-us/meet-the-team/

    T: 02892 605 088 | E: info@fairstoneni.co.uk
    More
    0
    0
    0
    0
    0
    0
    Post is under moderation
    Stream item published successfully. Item will now be visible on your stream.
There are no activities here yet
Unable to load tooltip content.
mumsni

mumsni

mumsni

mumsni

mumsni

mumsni

mumsni

mumsni

mumsni

mumsni

mumsni

mumsni