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 have more than 50 locations nationwide, with a management hub in London, delivering integration-led growth to emerge as a new leader in the UK regulated landscape.

2021

Secured market leading transaction with TA Associates and reinvestment from Synova.

2020

Exceeded £10bn of client assets on behalf of 30k wealth clients.

2019

We are now trusted by over 57,000 clients, overseeing £9.6bn of client assets.

2018

300 advisers and hit £60m revenue run-rate

2017

£45m revenue-run rate and 28 buy-out deals secured

2016

Synova Capital invested £25m into the group

2015

£45m revenue-run rate and 28 buy-out deals secured

2014

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

2013

Secured second stage investment, widened business model

2012

Established new Downstream Buy-Out (DBO) model and re-branded

2011

Completed three outright acquisitions

2010

Organic growth and national footprint established

2009

Proof of concept stage and secured 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.