13 Mar 2017
The business of buying businesses is an interesting one, especially within the inherently risky IFA marketplace. Working as a broker for one of the best-known firms in this space has allowed me to help business owners to achieve a positive outcome when making one of their biggest life decisions, selling their business. The path to sale however, isn’t always a clear one, especially when it comes to the ever-grey area of merging two businesses. In many instances, while the numbers may stack up, the models all point towards financial success and all the right boxes have been ticked, what often...
08 Mar 2017
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, announces the appointment of Simon Bourke as Group Development Manager, with immediate effect.  He will be based in Fairstone’s City office, with responsibility for identifying and engaging with suitable businesses nationally but with a focus on the South East, Midlands and South West.  He will work with selected companies to explore their growth and future sale aspirations in order to create high value acquisition opportunities for Fairstone Group. Simon joins from M&A specialist, Capital and Trust and has...
02 Mar 2017
Fairstone Group, incorporating the largest Chartered Financial Planning firm in the UK, announces that it has fully-acquired Lancashire-based McParland and Partners, in a deal which completes the purchase of the company under Fairstone’s downstream buyout (DBO) model. The DBO model sees Fairstone take an initial minority stake in an IFA business and integrate the firm over a number of years before completing a final acquisition of the whole.  Based in Nelson, Lancashire and operating satellite offices in Manchester and Sheffield, Fairstone first partnered with McParland & Partners in July...
20 Feb 2017
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, has entered into a downstream buyout agreement with Wakefield based Lofthouse Gate Ltd. Principles, Roger Fayle, Kirk James and Andrew Kealey have significant experience working with both business and personal clients.  Founded in 2005, Lofthouse Gate offers advice across the financial planning spectrum, in particular providing clients with specialist pension and investment planning for SMEs and their staff. The deal brings total revenue of £850,000 to the Fairstone Group and additional funds under advice of...
22 Dec 2016
Fairstone Financial Management, one of the UK’s largest Chartered financial planning firms, announces the appointment of four independent financial advisers to its growing Northern Ireland team, based in Lisburn, Belfast.  Karen Black, Seainin Campbell, Raymond Hart and Paul McCord all join the firm from Ulster Bank in Belfast. Black brings over 20 years’ experience of working in financial services at both Ulster Bank and Danske Bank, and specialises in advising clients on a wide range of financial planning issues from protection, investments and inheritance tax (IHT) planning to  personal...

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