Utopia Financial Planning

30/04/2021

"Ray put my mind at rest over recent dips in investments. He reviewed my situation and assured me I was still on track to meet my goals going forward. I trust his advice 100% and there is no better thing than peace of mind." It's great when you can provide that peace of mind for clients. Thank you to all our clients for the reviews you leave, we really appreciate them. If we can help anyone else who needs help with their financial plans and peace of mind, please get in touch

Read what clients have written about Ray Garnett of Utopia Financial Planning Trading Style of Fairstone Financial Management - One of our Financial Advisers in Liversedge

10/04/2021

So proud of all our team. Our advisers were all listed as Top-rated in today's VouchedFor 2021 Guide to The UK's Top Rated Financial Advisers, distributed in The Time. We were also one of only 3 firms in Yorkshire and 20 in the UK to be awarded Top Firm status. Thank you to all our clients who submitted reviews that contributed towards this fantastic achievement. https://www.utopiafp.co.uk/topratedifa2021/

10/04/2021

It has been brought to our attention that there are scammers representing themselves as Fairstone offering various investments including cryptocurrency trading plans. Only use the contact details from your existing adviser as previously agreed or speak to our team on 01924 235357. You can read more about this case and how to protect yourself in general against scams on this link.

Clone firm claiming to be Fairstone, please be aware. As part of the Fairstone group we wanted to make you aware of a recent alert where a fake firm is claiming to be Fairstone. Please read more.

10/04/2021

Delighted to be listed as a Top Rated firm by vouchedfor.co.uk for the second consecutive year. This truly demonstrates our ongoing commitment to customer service. As distributed in The Times today, the 2021 Guide to The UK's Top Rated Financial Advisers by VouchedFor, shows that we are one of just 20 firms in the UK to achieve this status. https://www.utopiafp.co.uk/topratedifa2021/

10/03/2021

Fairstone have provided a guide to the Budget 2021, which aims to provide a clear & concise commentary of the main proposals, focusing on the issues pertinent to you, your family & your business. Click here to find out more.

Summary of the key points in the 2021 Budget focusing on the issues pertinent to you, your family and your business.

09/03/2021

As we start on the roadmap out of lockdown, read our latest market update to get an insight into the financial reaction. If you have any questions, please get in touch. You can book a free financial review on our website or just call us

Market Update provided on 8th March 2021 discussing stock performance.

12/02/2021

A good explanation of why you should start a pension early, take a look and then speak to us about how you can start your pension. You can even check out our Unbiased profile with client reviews

Why you need to start saving into your pension as soon as you can, to make the most of compound interest over time.

11/02/2021

We have lots of ways you can leave us a review or read ones other people have left. One is via independent site VouchedFor. Just click to find out more or leave a review https://www.utopiafp.co.uk/vouched/

10/02/2021

"I had a few pensions running including a works pensions. I needed advice on whether to consolidate or leave them as they are. Utopia explained everything about pensions in an easy way of understanding, without Jargon and not being patronising. Couldn't have done anything better. Extremely satisfied with the advice given." If you are looking to consolidate pensions, please speak to our team

Read what clients have written about Darron Whitehead of Utopia Financial Planning Trading Style of Fairstone Financial Management - One of our Financial Advisers in LIVERSEDGE

09/02/2021

If you are not sure what income you will need in retirement this article by Unbiased may help to start you thinking. We can sit down and work this out for you with, so book a free initial appointment today, message us.

Tips for saving up a pension pot to generate retirement income. How much should you pay into your pension?

08/02/2021

Another lovely review "I was transferring a company and private pension after being made redundant. Ray took me through the process of selecting the best package for my circumstances and advised on the best portfolio to invest in. I have had an excellent outcome with my portfolio performing better than I could have hoped." https://www.utopiafp.co.uk/testimonials/

07/02/2021

If you have not thought about getting financial advice before, read this article about why you should seek financial advice, then give us a call https://www.fairstone.co.uk/news/article/why-seek-professional-financial-advice