190 Roberttown Lane
Liversedge
WF15 7LF
This is not the head office for Fairstone Financial Management Limited. To view our head office, click here
Fairstone Financial Management Limited
Financial Adviser based in Liversedge
About
We are a family run Yorkshire business who care passionately about our clients. We believe great financial advice is at the core of building a more certain financial future. We have a team of highly qualified Financial Planners with access to the most up-to-date technology to ensure we provide you with peace of mind that your financial future is more secure as a result of working with us. We always put our clients’ interests first. We are very proud to have been listed as One of the Top 250 IFAs in the UK and Top IFAs in Liversedge.
We offer Retirement Planning, Investment Planning, Pension Reviews, Protection, Estate Planning, support for Business Succession Planning, Income Protection, Life Assurance and Tax Planning for all lifestages, young and old.
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Regulatory & Compliance
Utopia Financial Planning is a trading name of Fairstone Financial Management Limited which is authorised and regulated by the Financial Conduct Authority, FCA Register Number 475973. Registered office: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne and Wear NE35 9PF.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.