Fairstone offers trusted and transparent wealth management services to clients and a standout acquisition proposition to IFA businesses.
Our rate of growth is consistently beyond 20% for each financial year and our annualised income exceeds £100 million.
Incorporating one of the UK’s largest Chartered Financial Planning firms, we operate across over 40 locations nationwide and are recognised as one of the fastest growing financial services organisations in the country. Our 40,000 wealth and 30,000 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 they have rated us the number 1 wealth management firm on Trust Pilot.
Our nationwide team of over 380 professional advisers specialise in all areas of financial planning and currently manage £13 billion in investments and pension assets, and our managed investment portfolios have been Defaqto 5-star rated for seven consecutive years.
We offer clients a flexible charging structure with no lower wealth limits, no minimum fees and no exit penalties. Our clients fee structure is consistently 60% lower than the market leader thanks to our intelligent wealth management approach.
We leverage cloud-based technology to efficiently support double digit growth. 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.
Our ultimate objectives across the group are to deliver annual revenues in excess of £100 million, EBITDA margin of above 20% and to oversee client funds of £15 billion.
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.
rated wealth management house on Trustpilot
funds under management
Together our team has a wealth of experience and work to ensure the successful transition of IFA businesses and individual advisers into the wider Fairstone team.