UskVale Financial Planning

UskVale Financial Planning Independent Financial Advisors and Chartered Financial Planners

Specialists in Investments and Tax Planning portfolios. Retirement and Trust planning.

Fairstone is a full-service wealth management house delivering integration-led growth to emerge as the whole of market sector leader. We incorporate one of the UK’s largest Chartered financial planning firms and our team of wealth advisers have expertise across the full spectrum of independent financial advice, investment management and estate planning services. As a business we are deeply committ

ed to quality and as a result our core managed portfolio solutions have been Defaqto 5-star rated since inception. We offer our clients whole of market advice with unrestricted choice while delivering intelligent wealth solutions that come with no lower wealth limits or exit penalties. Typically, we deliver our services at a 60% lower cost than the ‘market leader’ through our transparent and flexible fee structure. Fundamentally, our clients are at the centre of everything we do and thanks to them we remain the number one rated wealth management house on Trustpilot. To support our on-going acquisitive growth, we operate two unique acquisition models, the Downstream Buy Out (DBO) and the Individual Buy Out (IBO). Both propositions support the growth of forward-thinking IFA and wealth management practices. We shield business owners against a host of negative sector pressures, allowing them to optimise the sale value of their business whilst providing long-term stability and for them, their staff and their clients. To find out more about our client offering visit fairstone.co.uk
To find out more about our acquisition models visit fairstonegroup.co.uk

27/03/2024

We are now ready once again to expand our administration team / Client Executives at our local Pontypool (Mamhilad) offices.

Ideally candidates with experience in financial services / IFA office is prefered but not essential.

Contact me if this is of interest





+TrustpilotReviews

Great news on achieving this recognition again for 2021 . Thank you to all my clients for their wonderful reviews and co...
26/03/2021

Great news on achieving this recognition again for 2021 . Thank you to all my clients for their wonderful reviews and comments.

Congratulations to the Fairstone advisers who have qualified for the 2021 Guide To Top Rated Financial Advisers, distributed in The Times! You can read...

Great to be recognised again in 2021...thank you to all my clients for the kind feedback. Greatly appreciated .
26/03/2021

Great to be recognised again in 2021...thank you to all my clients for the kind feedback. Greatly appreciated .

VouchedFor's 2021 Guide To Top Rated Financial Advisers, distributed in The Times, shines a light on those financial and mortgage advisers doing a brilliant job for their clients. As decided by...their clients!

22/02/2021

As we approach the end of this tax year , we are pleased to invite you to our webinar on some excellent tax planning opportunities that may be of interest to you....come and join us !

So proud to be supporting such a worthwhile and amazing cause to help the frontline NHS staff and carers. Thank you 🙏❤️
19/05/2020

So proud to be supporting such a worthwhile and amazing cause to help the frontline NHS staff and carers. Thank you 🙏❤️

Happy  to be financially supporting a great cause to help feed the frontline NHS staff. A great cause organised by the A...
06/05/2020

Happy to be financially supporting a great cause to help feed the frontline NHS staff. A great cause organised by the Angel Hotel Abergavenny.

We are helping to help raise £100,000 to get good food to NHS staff on the front line in Wales. All NHS staff from...

Address

Pontypool
NP40HZ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

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