Fairstone offers trusted and transparent wealth management, mortgage and financial protection services to clients and a stand-out acquisition proposition to IFA businesses.
Our rate of growth is consistently beyond 20% for each financial year and our annualised income exceeds £165 million.
Incorporating one of the UK’s largest Chartered Financial Planning firms, we operate across over 50 locations nationwide and are recognised as one of the fastest growing financial services organisations in the country. Our 60,000 wealth and 65,000 transactional clients are at the heart of everything we do, from providing a wide range of personalised wealth management solutions to ensuring an active and on-going review process. That is why we are one of the most trusted wealth management advisers in the country, with more than 14,000 5-star reviews on Trustpilot.
Our nationwide team of over 500 professional advisers specialise in all areas of financial planning and currently manage over £20 billion in investments and pension assets, and our managed investment portfolios have been Defaqto 5-star rated for nine consecutive years.
We offer clients a flexible charging structure with no lower wealth limits, no minimum fees and no exit penalties.
Our annual mortgage lending amounts to £2 billion.
We combine market knowledge specialist expertise and the very latest technology to produce the highest quality outcomes for our clients in a cost-effective manner.
At Fairstone, we believe that our unique business model and progressive approach to growth puts us in a great position to help financial planning firms and individual financial advisers.
We operate two unique acquisition models, the Downstream Buy Out (DBO) and the Individual Buy Out (IBO). Both propositions support the growth of IFA and wealth management practices, shielding business owners against a host of negative sector pressures, allowing them to optimise the sale value for their business and providing long-term stability for them, their staff and their clients.
locations nationwide
rated wealth management house on Trustpilot
regulated advisers
funds under management
Our team has a wealth of experience and we work hard to ensure the successful transition of IFA businesses and individual advisers into the Fairstone group.