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Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announces the acquisition of Fairstone NI, boosting the group’s growth plan for 2021. Fairstone NI,...
Full disclosure, I stole the title from the lyrics of a song by the pop/punk band Hey! Hello!….however, I think it frames this missive quite well. The point I’m trying to make is that right now our...
Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announces the acquisition of Chadney Bulgin, accelerating the group’s growth plan for 2021. The...
Building and maintaining strong client relationships Expectations of working with a financial adviser have changed. The digital world we live in today has played - and will continue to play - a large...
Proven processes that increase profitability and minimise risk. In financial services, it’s all about the clients. What your clients need, what they want, where they are, where they're going and who...
The right time to sell your business is dependent on so many personal and market-based factors, however, now is certainly the time to at least consider the opportunities that are out there, whether...

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Market insights

Full disclosure, I stole the title from the lyrics of a song by the pop/punk band Hey! Hello!….however, I think it frames this missive quite well....
Building and maintaining strong client relationships Expectations of working with a financial adviser have changed. The digital world we live in...
Proven processes that increase profitability and minimise risk. In financial services, it’s all about the clients. What your clients need, what they...
The right time to sell your business is dependent on so many personal and market-based factors, however, now is certainly the time to at least...
Faced with rising operational costs and regulatory pressures, the challenges of growing a financial advice firm are increasing. As a result, many...
The structuring and use of earn-outs are very much the norm in the sale of any people-based business owing to the more involved and fluid nature of...
Your clients could dictate when is the right time to sell There is a common misconception amongst IFA business owners that a more mature business...
Whether it is building a personal or a business relationship, the one thing that plays out time and time again, is that forming relationships over a...
Pensions are complicated, so how can you be sure you are doing the right thing? We all want to retire but with a potential pension minefield out...