Established in 2008 with the aim of building long-term relationships and providing holistic advice to fit in with people’s busy lifestyles, Fairstone now incorporates one of the UK’s largest Chartered financial planning firms.

Headquartered in Sunderland, Fairstone has grown to encompass more than 50 locations in the UK and Ireland, including 10 regional hubs, delivering integration-led growth to emerge as a new leader in the UK regulated landscape.

2025

Fairstone Group celebrates 100th DBO milestone, trusted by over 125,000 clients and overseeing £20bn of client assets.

2024

Fairstone Group is trusted by over 95,000 clients, overseeing £15bn of client assets.

2023

Fairstone achieves £130m revenue run rate, grows to 1,200 colleagues, and launches video advice service Mineral.

2022

Fairstone celebrates 50th acquisition milestone and establishes Fairstone Ireland.

2021

Secures market-leading transaction with TA Associates and reinvestment from Synova.

2020

Exceeds £10bn of client assets on behalf of 30,000 wealth clients.

2019

Total client numbers reach 57,000 with assets under management of £9.6bn.

2018

Grows to 300 advisers and hits £60m revenue run-rate.

2017

Hits £45m revenue run-rate and secures 28 buy-out deals.

2016

Synova Capital invests £25m into the group.

2015

Achieves Corporate Chartered Status from the Chartered Insurance Institute.

2014

Exceeds £20m revenue run-rate with 50% recurring income.

2013

Secures second stage investment, widens business model.

2012

Establishes new Downstream Buy-Out (DBO) model.

2011

Completes three outright acquisitions

2010

Establishes national footprint

2009

Proof of concept stage and secures first round founding

2008

Fairstone is formed with the objective of capitalising on regulatory change

Interested in partnering with Fairstone?

Our Mergers and Acquisitions team has a wealth of experience and together work to ensure the successful transition of IFA businesses and individual advisers into the wider Fairstone team.