Business Details
28 Years
experience
Independent Financial Advisers in Haywards Heath
Established in 1998, we are a team of Independent Financial Advisors authorised and regulated by the Financial Conduct Authority. Our expertise spans tax planning, investment management, estate planning, pensions, and corporate financial solutions. We pride ourselves on delivering impartial advice, prioritising client needs through a comprehensive understanding of the UK financial landscape. With over 25 years of experience, our approach combines technical proficiency with a commitment to transparency and integrity. We serve clients nationwide, offering tailored strategies to navigate complex financial decisions.Our processes ensure continuous support, from initial consultation to long-term portfolio management. As a trading name of Fairstone Wealth Management Limited, we uphold rigorous regulatory standards while maintaining a client-centric ethos. Regular seminars and webinars keep clients informed of evolving financial regulations and opportunities. Our team's dedication to professional excellence has fostered sustained growth and client trust over decades.
Services
Tax Planning
Estate Planning
Investment Management
Pension Advice
Corporate Financial Services
Insurance Solutions
Mortgage Advice
Details
- Year established: 1998
Highlights and features
- We offer truly independent financial advice with access to the entire market
- Regulated by the Financial Conduct Authority for professional accountability
- 25+ years of combined experience in complex financial planning solutions
- Client-centric approach prioritising transparency and long-term relationships
- Comprehensive services covering tax, investments, pensions and estate planning
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Tax Planning
Our tax planning services help clients optimise their financial arrangements within legal frameworks. We specialise in inheritance tax mitigation, capital gains tax strategies, and income tax efficiency. With changing regulations, our advisors provide up-to-date solutions to preserve wealth across generations.
Estate Planning
We develop comprehensive estate plans to protect assets and ensure smooth wealth transfer. Services include trust creation, wills review, and probate guidance. Our approach balances legal compliance with clients' personal wishes for their legacy.
Investment Management
Bespoke portfolio construction tailored to risk profiles and financial goals. We offer active management across diverse asset classes, with regular performance reviews. Our strategies focus on long-term growth while maintaining appropriate risk controls.
Pension Advice
Comprehensive pension guidance covering workplace schemes, personal pensions, and self-invested options. We help clients maximise retirement income through strategic contributions, tax-efficient withdrawals, and scheme consolidation.
Corporate Financial Services
Tailored financial solutions for businesses including corporate pensions, cashflow management, and tax-efficient structures. We assist with succession planning and employee benefits packages to support sustainable business growth.
People
Gianni Campopiano
Director
With over 25 years' experience in financial planning, Gianni leads our team in Haywards Heath. His expertise in complex tax and investment strategies ensures clients receive technically robust, practical advice aligned with long-term objectives.
Questions
What qualifications do your advisors hold?
Our team holds relevant financial planning qualifications including Chartered Financial Planner status, with ongoing professional development to maintain FCA regulatory standards.
How are you compensated for your services?
We operate on transparent fee structures disclosed upfront, with no hidden commissions. Payment methods include hourly rates, fixed fees, or percentage-based asset management charges.
Can you help with both personal and business finances?
Yes, we provide integrated solutions for individuals and corporations, addressing tax planning, investment management, and succession strategies across both domains.
What areas do you cover?
While based in Haywards Heath, we serve clients nationwide through virtual consultations and strategic partnerships with local professionals when required.
How often will my portfolio be reviewed?
We conduct quarterly performance reviews and annual comprehensive strategy assessments, with additional check-ins available for significant market changes or personal circumstances.
Are your services regulated?
Yes, as part of Fairstone Wealth Management Limited, we're fully authorised and regulated by the Financial Conduct Authority under reference 188596.
