Business highlights post transaction

Partnering with Fairstone was an excellent decision for both me and the business; the comfort I felt from being part of a bigger firm was immediate and crucially it enabled me to get back to the part of the job I loved, meeting clients.

After running a business for many years, we had developed a very strong service and investment proposition. As such, we wanted to find a well-established firm with strong ethical standards to support our proposition and help us to build our business, without eroding the high levels of service we provide to our clients.

Fairstone’s general ethos and philosophy thoroughly enhances this attitude for the benefit of our clients and joining Fairstone really has helped the business to reach its full potential.

Comfort

Partnering with Fairstone was an excellent decision for both me and the business; the comfort I felt from being part of a bigger firm was immediate and crucially it enabled me to get back to the part of the job I loved, meeting clients.

We were fully acquired by Fairstone in December 2018 and I can honestly say that there have been no challenges post acquisition which reinforces that we made the right decision to join Fairstone. The integration process fully met my expectations and while Fairstone is a larger firm, I have always felt a part of the business and more importantly enjoyed being part of it.

Grown

Since joining Fairstone, the business has grown significantly. Having the regulatory framework of a large firm such as Fairstone has made an enormous difference and the day-to-day compliance support has been invaluable.

It really is fantastic being part of a larger team and it brings a huge amount of security on many levels. This is something that is shared by our clients too. I have enjoyed long relationships with my clients but the addition of Fairstone gives them more certainty for the future.

After all, I can’t go on for ever and being part of Fairstone provides my clients with continuity and the reassurances that there will always be someone there to look after them, providing them with the same on-going first-class service they are used to.

Download a copy of our brochure to find out about your potential growth journey

Download Resource

Working with Fairstone

Here Craig describes his experience of working with Fairstone and the advantages of working in partnership.