Skip to Navigation

Resources

Working and saving

Information on income tax and traditional savings products, such as bank, building society and deposit accounts as well as ISAs

Read more »

Running a business

Guides for businesses and employers on topics such as staff benefit packages, key man insurance, directors' pensions and debt financing

Read more »

Investing and personal wealth

Stocks and shares, unit and investment trusts and capital gains tax are some of the topics covered here for those with an interest in the risks and rewards of investing

Read more »

Health and family life

Insurance and assurance policies to protect you and your dependants against the disruption caused by your critical illness or sudden death

Read more »

Pensions and retirement

Pension scheme types, annuities, tax-free allowances and calculators to estimate pension fund shortfalls and state pension eligibility

Read more »

Passing on wealth

Why you should write a will and keep it up to date, an explanation of inheritance tax rules and a calculator to estimate your estate's liability

Read more »

This section of our site contains guides and calculators to help you think about your financial planning needs.

They are aimed at both business owners, who may also be employers, and private individuals with wealth management goals.

Why are you looking for financial advice? Choose from the menu links below.

PWMS policy

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

Pensions and Wealth Management Services is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd is authorised and regulated by The Financial Conduct Authority- FRN 475973.

Registered Address: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne and Wear, NE35 9PF

Neither Pensions & Wealth Management Services nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Pensions and Wealth Management Services, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, retirement planning, taxation advice, health insurance, corporate advice, Southport, Merseyside, Harpenden, Herts, UK

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