Acquisitions

Fairstone’s unique acquisition model ensures that wealth management practices are fully integrated with the wider business prior to acquisition to provide a seamless transition for clients and staff.

To date we have acquired the following businesses:

Sterling Asset Management & Services
May 2021
Leicester
Simon Knighton
Mark Houldey
Andrew Rastrick
David Hindle
Findlay and Company Financial Services
Apr 2021
Dundee
Steve Race
Chartermarque
Mar 2021
Glasgow
Scott Morton
Hammett and Petch
Jan 2021
Berkshire
Trevor Petch
Paul Hammett
Sovereign Wealth Management
Dec 2020
Bath & Bristol
Marcus Harris
UskVale Financial Planning
Dec 2020
South Wales
Paul Pelopida
Cube Financial Planning
Nov 2020
Hampshire
Mike Godfrey
Neil Emburey
Andrew Cohen Associates
Oct 2020
Saffron Walden
Frank Banks-Seeney
Chiltern House
Aug 2020
Bracknell
Keith Fisher
John Harper
David Shephard
Dynamic Wealth
Mar 2020
Kibworth
Calum Cameron
Wagstaffs Wealth Management
Nov 2019
Stevenage
Simon Beedle
Elliot Stewart
Hamlyn Financial Services
Nov 2019
Swaffham
Stephen Grass
Chili Financial
Oct 2019
Stockton
Ian Robinson
Octagon Wealth Management
Jun 2019
Burscough
Jon Routledge
Richard Hollington
Lofthouse Gate
May 2019
Wakefield
Kirk James
Roger Fayle
Andy Kealey
Mortgage Find
May 2019
Bexley
Mark Alexander
South West Financial Planning
Mar 2019
Exeter
Dave Roberts
Bankfield Financial Advisers
Mar 2019
Leicester
Naren Naik
Ajay Naik
Brett and Randall Financial Services
Feb 2019
Leicester
Ralph Mitchell
Ian Dunk
Pensions and Wealth Management Services
Jan 2019
Harpenden
David Halsall
Belasis
Dec 2018
Darlington
Craig Dyball
Allensons Mortgage Advisers
Jul 2018
Wokingham
Paul Cleveland
RGA IFA
Jul 2018
Uxbridge
Bob Goodman
Sims Financial Planning
Feb 2018
London
Neil Sims
Zimb Johnson Bespoke Financial Planning
Feb 2018
Peterborough
Leigh Johnson
Hammond McNulty Wealth Management
Dec 2017
Congleton
Mark Pedley
Professional Partners
Dec 2017
Glasgow
Fraser Thomson
Fraser McPhate
Hase Osborne Asset Management
Oct 2017
Wendover
John Osborne
DHD Wealth Management
May 2017
Aberystwyth
Aled Davies
Clive Davies
McParland and Partners
Mar 2017
Nelson
Sean McParland
Howton Financial Services
Dec 2016
Leeds
Paul Howard
My Wealth Management
Dec 2016
Leicester
Ian Morris
Peter Holden
Angela Murfitt Financial
Nov 2016
Leek
Angela Marson