About Us

Launched in 2008 Fairstone is very much a ‘new model’ financial services business operating across both retail and corporate sectors.

Fairstone is a full-service wealth management house redefining the UK financial planning market.

Our rate of growth is consistently beyond 20% for each financial year and our annualised income exceeds £65 million

Incorporating one of the UK’s largest Chartered Financial Planning firms, we operate across 42 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 £11 billion in investments and pension assets, and our managed investment portfolios have been Defaqto 5-star rated for six 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.