Individual Buy Out

The Individual Buy Out (IBO) offers professional advisers the opportunity to work with Fairstone, grow their business and ultimately enjoy a prosperous retirement.

The Proposition Includes

Fairstone’s market leading Individual Buy Out (IBO) enables professional IFAs to join, grow and ultimately retire with the firm.

Our 15-year capital and income plan guarantees a long-term annuity style pay out worth up to six times recurring income together with the flexibility to cash out after five and ten years.

We understand that your clients are your main priority and as we incorporate Fairstone Financial Management and Fairstone Financial Management (City), which make up one of the UK’s largest Chartered financial planning firms, we won’t compromise your independence and will never ask you to shoehorn client assets. Working with Fairstone will leave you secure in the knowledge that your clients will always have access to the highest quality and best value advice.

When the time comes to plan for your own retirement, we will support your search for the right successor and work with you to ensure the safe handover of your relationships and valued clients.

We’ll take away the headache of...
Compliance & file checking
Capital adequacy
Regulatory reporting
GABRIEL returns
You’ll receive the benefits of...
The reputation of one of the UK’s largest Chartered financial planning firms (Fairstone Financial Management and Fairstone Financial Management (City))
Dedicated in-house paraplanning
Back-office support team
Expert compliance team
Ongoing file checking
Targeted lead generation
Orphan client reactivation
Client brochures and bi-monthly magazine
Market leading technology suite
The Fairstone Academy
Strong national geographical range
Business consultancy and growth support

Interested in joining us?

For more information about our 
Individual Buy Out call 0845 605 0680 or