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Benson Wood Financial is a trading name of Fairstone Financial Management Ltd which is authorised and regulated by the Financial Conduct Authority. Our independent status ensures that we are unbiased and are able to execute your financial plan across the full range of products and services available in the market. 

 

Pension Planning

Private Clients Retirement & Pension Planning

We work closely with all our clients to develop a unique tailored approach to their pension plan. We identify specific requirements and recommend investments and funds that are needed to fulfil retirement plans in an appropriate timescale.

As part of our unique service we monitor investments monthly and offer regular reviews to ensure they continue to deliver the best performance.

Corporate Pension Planning

Our team has extensive experience in the above area and we guide our clients through the complex areas in order that they take advantage of the excellent opportunities that the market has to offer. We ensure the route you choose is the one that is right for your business.

Investments

By adopting our portfolio construction service, incorporating risk profiling, asset allocation and portfolio design and construction tools we are able to develop an investment strategy that focuses on short, medium and long term goals and requirements.
Exit Planning

Working closely with our clients we can ensure that the issue of succession/exit planning is correctly addressed. We are able to protect any financial gains from heavy tax charges and with our expert advice can help them achieve financial security.

We have designed a range of bespoke services for those who are selling their business and looking to plan for their future.
Protection

By adopting a focused approach we are able to ensure our clients are aware of the difficulties that may arise following the death or serious illness of any key person.

We conduct a financial review to ensure a sensible portfolio of cost effective protection is implemented in order to avoid serious problems in the future.

Estate Planning

This is a complex area and the legislation covering it is subject to regular change. There are a number of individual areas that carry their own risks so we work with our clients in order to understand and develop financial plans to address any estate planning requirements.

Wealth Management

A specialist area of financial planning that provides our high net worth clients with proactive and ongoing guidance on how to create, grow and protect their wealth. We assist our clients in maximise the return on their investments while reducing their tax liabilities.

 

 

Benson Wood Financial is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management is authorised and regulated by the Financial Conduct Authority - FRN: 475973. Registered in England and Wales no: 05574120. Head Office:1 The Bullrushes, Woodstock Way, Boldon Business Park, Tyne & Wear, NE35 9PF.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:  www.financial-ombudsman.org.uk

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