Fairstone, one of the UK’s largest Chartered Financial Planning firm, announces another significant step forward in its growth plan with two advice firms joining the Group. The company today confirmed that Octagon Wealth Management and UskVale Financial Planning are to join Fairstone, bringing a total of 17 new advisers and support staff to the wider business. Fairstone services 41,000 private clients with over £7bn in investment and pension assets. These deals come after the announcement in March that Fairstone had brought 3 advisory firms into  their buy-out programme – Campbell Harrison,...
Fairstone Group, one of the UK’s fastest growing Chartered Financial Planning firms has celebrated the opening of its London office followed a recent refurbishment. The launch event which took place on Thursday 15 June was attended by over 100 guests, including financial advisers, product providers and journalists. Fairstone CEO, Lee Hartley said: “We are delighted to reintroduce ourselves to the London market and some of our key stakeholders. We have been so busy building the Fairstone business since we first laid roots in the City five years ago that we haven’t spent enough time...
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms announces the launch of its latest offering, the Fairstone Retirement Plan which guarantees a long-term annuity pay-out worth a minimum 6 times recurring income. The newly launched scheme is a flexible 15-year income plan with cash-out options at each 5-year interval. A key aspect of the structure of this new proposition is that all ongoing payments can benefit from Entrepreneur’s Relief, meaning that the model is highly tax-efficient to retiring IFAs. The retirement plan enables advisers to integrate into the...
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, announces the appointments of Paul Adams and Simon McGechie as independent financial advisers with immediate effect. Paul Adams joins from Ascot Lloyd and is an independent, whole of market adviser, placing great emphasis on building long-term relationships by providing on-going advice to ensure a client’s goals are met.  Having achieved Diploma status in 2013, Paul is currently working towards becoming a Chartered Financial Adviser with Fairstone. Simon McGechie also joins as an IFA from Ascot Lloyd, together Paul...
Fairstone Group, one of the UK’s fastest growing Chartered Financial Planning firms, has completed its latest full acquisition under its Downstream Buy Out programme. DHD Wealth Management, which is headquartered in Wales and with offices across the southern part of the country, has become part of the Fairstone Group, further expanding the company’s footprint. Led by principals, Aled Davies, Clive Davies and Denise Jacob, DHD Wealth Management is a firm of independent financial advisers, providing advice to clients throughout Wales on all aspects of investment, pensions, life insurance and...

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