30 Nov 2017
Fairstone, one of the UK’s largest Chartered Financial Planning firms, announces that Alex Odd will take on joint ownership of the group’s portfolio management alongside Oliver Stone. This move coincides with Oliver Stone’s promotion from Group Head of Research to Portfolio Manager which acknowledges his fantastic contribution to Fairstone’s progress over the last 5 years. Alex brings with him over 20 years of experience with M&G and Jupiter where he managed in excess of £2 Billion in client assets was recognised for being one of the very few income managers to grow investors’ income over...
23 Oct 2017
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, today announces the full acquisition of Hase Osborne Asset Management Limited. Based in Wendover, Buckinghamshire, Hase Osborne Asset Management offers wealth management and holistic financial planning solutions for high net worth individuals. This is the fourth successful transition in 2017 for a downstream buy out (“DBO”) partner being fully acquired by Fairstone and brings total revenue of £2.1m to the Fairstone Group with funds under management of approximately £250m million. Hase Osborne Asset Management is a...
18 Oct 2017
Fairstone, one of the UK’s fastest growing Chartered Financial Planning firms, announces the appointment of Sheriden Davy as group compliance director, with effect from January 2018. His appointment is the latest addition to Fairstone’s senior management team, Mr Davy will also join the Group’s Executive Committee. With over 15 years’ experience in the financial services industry, Sheriden has held senior roles at Intrinsic, True Potential and Blackrock. Sheriden joins the team as successor to group operations director, John Ripley who will retire in early 2018 after nine years at the helm of...
26 Sep 2017
Fairstone, one of the UK’s largest Chartered Financial Planning firms, today announces that it has signed up two new advisory firms to its downstream buy out (DBO) programme. Chartermarque and Hammett and Petch Financial Planning have joined Fairstone, bolstering the company’s national footprint and adding a total of £200m funds under management. Collectively, the deals bring seven new advisers and a team of support staff to the wider business as well as combined revenues of £1.4m. Fairstone now services 41,000 private clients with over £7bn in investment and pension assets. Fairstone has...
03 Jul 2017
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,...

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