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 part in how prospective clients find, select, and...
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 they can refer along the way. There is no business...
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 you act upon them or not. Warren Buffet, CEO of...
Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announce that it has signed up two new firms to its unique Downstream Buy Out (DBO) programme. Imagine Financial Planning and Forbes Lawson Wealth...
Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announces the acquisition of West Yorkshire based Utopia Financial Planning, making it the sixth acquisition announced in 2021. The acquisition by the...
Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announces the acquisition of Belfast based ASM Financial Planning, further reinforcing Fairstone’s growth plan for 2021. The acquisition by the full-...
Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announce that it has signed up new firm James Ryan Thornhill to its unique Downstream Buy Out (DBO) programme. James Ryan Thornhill has joined Fairstone...
Faced with rising operational costs and regulatory pressures, the challenges of growing a financial advice firm are increasing. As a result, many business owners are now exploring their options for creating capital value. Whether you’re looking for...
Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announces the acquisition of East Midlands based Sterling Asset Management, bolstering Fairstone’s growth plan for 2021. The acquisition by the full-...
Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announces the acquisition of Dundee based Findlay and Company Financial Services, reinforcing Fairstone’s growth plan for 2021. The deal, which is the...

Market insights

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...