Mark Donnelly

Senior M&A Partner

Mark has over 16 years of progressive experience, specialising in mergers & acquisitions and organic business growth.

He is a senior manager with a proven track record of success and understands the many facets of the financial advice arena extremely well.

As Senior M&A Partner at Fairstone Group, Mark has been driving acquisitive and organic growth since he joined the business in 2010, leading on a high number of Fairstone’s successful acquisitions over this time including:

  • Angela Murfitt Financial – Staffordshire
  • McParland & Partners Chartered Financial Planners – Lancashire
  • DHD Wealth Management- Ceredigion
  • Quay Investments & Pensions – North Tyneside
  • RGA IFA – Buckinghamshire
  • Allensons Mortgage Advisers – Berkshire
  • Chilli Financial – Durham
  • Hamlyn Financial Services – Norfolk
  • Chiltern House – Berkshire
  • Cube Financial Planning – Hampshire
  • Uskvale Financial Planning – Monmouthshire
  • Hammett and Petch – Berkshire
  • Bellegrove Mortgage Services – Greater London
  • Chartermarque – Lanarkshire
  • Sterling Asset Management and Services – Leicestershire
  • Pioneer Mortgages – Cheshire
  • Fairstone NI (First Financial NI) – County Antrim
  • Next Home – Perthshire
  • East 2 West Financial Services – Nairnshire
  • Sabre Financial – Devon
  • Sacre Associates – Essex
  • Alan Carr – Glasgow
  • Station Financial IFA – Hampshire
  • Goodman Chartered Financial Planners – Kent
  • Mortgages 65 – Lancashire
  • Executive Wealth Management – Wiltshire
  • Forbes Lawson Wealth Management – Aberdeenshire
  • Imagine Financial Planning – North Yorkshire
  • 1st Financial – Somerset
  • Prosperity Wealth – West Midlands
  • Palmer Lane – Cardiff
  • The Medical Partnership – Bristol
  • Bevan Charles – Cardiff
  • Allen Tomas & Co Financial Management – Norfolk
  • Christie Financial Planning – Glasgow
  • Altius IFA – Yorkshire
  • Fairstone Corporate Finance – West Midlands
  • Davidson Asset Management – Glasgow
  • Border Finance – Dumfries
  • Blackadders Wealth Management- Dundee

Skillset

Successes

Testimonials

 

Mark’s role is very much a consultancy position. He uses his experience and knowledge to help sellers fully understand what it is that they are looking to achieve, separating fact from fiction and opening up new ideas and possibilities.

 

Mark has completed numerous successful acquisitions to date, gaining new colleagues and new personal friends along the way. Mark gets to help individuals to realise their dreams claiming there are not many jobs where you can do that.

 

“Mark was instrumental in developing our initial relationship with Fairstone, guiding us through the initial discussions and fact finding and in helping us reach the decision to join the DBO programme in 2017. His understanding of the industry and his in-depth knowledge and experience of the Fairstone business were invaluable and gave us the reassurance that by partnering with Fairstone we could achieve our objectives for the future”

Ian Robinson | Fairstone Financial Management

 

“I’ve known Mark since 2014 when we first met for an exploratory chat about joining Fairstone. With Mark’s help, since then our business has gone from strength to strength. He has committed a lot of his time and energy helping us to put a plan in place for the future growth and success of the business.”

Sean Larkin | Fairstone Financial Management (NI)

 

“I was introduced to Mark Donnelly as part of my own business succession planning. I was concerned that my successful IFA practice would not be able to offer continuity of service to my clients as many advisers were pressing on in age. I wanted to ensure that the principles of first class service combined with sound business practice would extend beyond the lifetime of our existing client-adviser relationship.

Mark was different to other ‘recruiters’, he took time to understand my whole team’s expectations. He described in plain terms how the process of joining Fairstone worked and was happy to meet the team and take individual questions.

I found Mark’s manner extremely professional and genuine. He has his own objectives but like a good IFA, understands that the relationship and trust is key.

Nothing in life is perfect and as a friend said to me, sometimes you ‘just have to take a leap of faith’. Speaking with Mark Donnelly enabled me to take that leap and I’m glad we did.”

Robert Goodman | Fairstone Financial Management

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