02 Mar 2018
Peter Savage is a Chartered Financial Planner and has been awarded the Chartered MCSI qualification through the Chartered Institute for Securities & Investment Institute. He is a business principal at Fairstone Financial Management Northern Ireland. Established in 2007 by Peter and Sean Larkin as First Financial Management Ltd., the firm joined Fairstone in 2014, adopting the Fairstone brand from the outset. Here, Peter discusses why they chose to operate as Fairstone Northern Ireland from day one and the impact this has had on the growth of his business along with an insight into his...
02 Mar 2018
Peter Holden is an independent financial adviser based in Leicester. In December 2016 Peter’s business, My Wealth Management, was fully acquired by Fairstone as part of its downstream buy out (DBO). Here, Peter explains how things have changed since joining Fairstone and the impact that this has had on his clients and the growth of his business. You can spend your time thinking about your business and what you’re best at…and how to become more profitable. The Fairstone proposition helps that massively.
02 Mar 2018
Jonathan Routledge is an independent financial adviser based in Burscough, Lancashire. Jonathan is a business principal at Octagon Wealth Management which he co-founded with Rick Hollington in 2010. Octagon Wealth Management is almost two years into its integration period with Fairstone, having signed up to the downstream buy out (DBO) process in July 2016. Here, Jon offers his perspective on the Fairstone proposition and how it has worked for him and his business. Our business strategy as young business owners is a 20 year plan, but we’ve already started that process. I think too many...
02 Mar 2018
Craig Dyball is an independent financial adviser based in Darlington. Craig is a business principal at Fairstone Darlington. The business rebranded to Fairstone in 2015 and it is due to be fully acquired by Fairstone in 2018. Here Craig describes his experience of working with Fairstone and the advantages of working in partnership. To take the business to the next level you need help, sitting there and thinking you can do the same thing everyday for the rest of your life, it doesn’t happen. You need the help of a parent group. Fairstone is the one that did it for me and I think that they can...
02 Mar 2018
Offering independent advice is central to Fairstone’s proposition. Here independent financial advisers Peter Savage, Jonathan Kinch and Jonathan Routledge explain why the ability to offer independent advice is so important to them.

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