Grow your IFA Business

Want to grow your IFA or Wealth Management business but don’t have the capital, tools or resources that you need? We can help your business to achieve it’s potential.

We work with firms that are looking to benefit from the support of a national, Chartered firm* and offer firms like yours:

    (*Fairstone Financial Management and Fairstone Financial Management (City) have been awarded Chartered status).

    • Interest free loan facility of up to £150k per annum......non-repayable until you sell your firm in the future
    • A finance and legal team to help you structure the purchase of smaller firms or advisory businesses at no additional cost
    • Recruitment agency costs fully covered on your behalf if you want to increase your adviser base
    • A dedicated graduate support team to re-activate dormant clients on your behalf... with no outlay
    • Access to high-quality & fully qualified client appointments with a completed pre-consultation fact-find
    • Pay-as-you-go paraplanning & administration service so that you do not incur fixed costs as you increase revenue levels
    • Fully funded academy to assist you in enhancing staff and adviser qualifications & attaining Chartered status

    By joining Fairstone you become part of one of the UK’s fastest growing and most forward-thinking financial services organisations whilst retaining ownership of client relationships and the direction of your own firm.

    By working in partnership with Fairstone you will not be compelled to adopt a specific fund range or platform, clients continue to benefit from whole-of-market choice and the quality of existing client servicing are maintained.

    As the regulated entity, Fairstone take on the responsibility for reporting to the FCA (Gabriel and RMAR) as well as providing for regulatory capital requirements. We provide a robust and comprehensive compliance framework – as a result we reduce the risks that IFA firms are faced with and enable business principals to focus on their valued clients.

    All regulatory costs, such as FCA fees and the FSCS levy, are covered centrally. Partner firms are also covered by Fairstone’s Professional Indemnity and Data Protection Policy.

    Firms also have immediate access to Fairstone’s value added services, centralised administration and case management teams as well benefitting from first-class IT and marketing support.

    We'll take away the headache of...
    Compliance & file checking
    Capital adequacy
    Regulatory reporting
    GABRIEL returns
    FSCS Levy
    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

    We also offer a series of value added services
    that advisers and firms can take advantage
    of to facilitate further growth.