19 Oct 2016
Robert Goodman Associates (RGA) is the latest firm to join the Fairstone Group, one of the fastest growing financial services organisations and one of the largest CII Chartered Financial Planning organisations in the UK. Based in Harefield in the South East, RGA offers a personal financial advisory service specialising in investment and pension advice.  Under the terms of the deal, following an integration period Fairstone plans to fully acquire the RGA business. With the fair treatment of customers at the heart of its business, RGA represents around 525 clients, who will now benefit from the...
04 Oct 2016
Boldon based Fairstone, the UK’s largest Chartered Financial Planning Firm, hosted its annual business partners conference at The Sage, Gateshead last month. The oversubscribed event saw keynote speaker and Fairstone client, Sir Ranulph Fiennes share tales of his adventures on land, sea and ice in which he emphasised the importance of teamwork, planning and the need to remain agile in the face of unexpected challenges; themes that can be applied to any business.  The aim of the day was to share the success Fairstone has seen over the last 12 months and to launch the group’s ambitious plans...
04 Oct 2016
Fairstone Group, one of the fastest growing financial services organisations and one of the largest CII Chartered Financial Planning organisations in the UK, is delighted to welcome the latest firm of advisers to join the team. Based in Wales with offices in Aberystwyth and Cardigan, DHD Wealth Management specialises in investment planning, pensions and IHT planning. Led by Aled Davies, Clive Davies and Denise Jacob, the DHD team is made up of four advisers and five support staff who together represent 1,450 clients.  Lee Hartley, CEO of Fairstone Group, said: “With such a strong focus on...
21 Jul 2016
Hase Osborne Asset Management has joined Fairstone Group, one of the largest Chartered Financial Planning firms in the UK. Hase Osborne is based in Wendover, Buckinghamshire, and offers wealth management and holistic financial planning solutions for high net worth individuals. The deal brings total revenue of £1.5m to the Fairstone Group and funds under management of approximately £165 million. Under the terms of the agreement, after a period of integration, Fairstone plans to fully acquire the business. Hase Osborne represents around 530 clients, who will now benefit from the support of the...
31 May 2016
Fairstone Group, incorporating one of the largest Chartered Financial Planning firms in the UK, has entered into a downstream buyout agreement with McParland and Partners Ltd in a transaction which sees them take an initial minority stake in the business. The company is based in Nelson, Lancashire and operates satellite offices in Manchester and Sheffield, offering high quality financial planning for SMEs and high net worth individuals. The deal brings total revenue of £1.6m to the Fairstone Group and funds under management of approximately £160million. In addition, 10 advisers and 13 support...

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