19 May 2020
Fairstone, one of the UK’s largest Chartered Financial Planning firms, today announce that it has signed up new firm Financial Concepts to its unique Downstream Buy Out (DBO) programme. The deal brings more than 5,000 clients, six advisers and five support staff to the wider business as well as gross fee income of £1 million and Funds Under Management of £104m. This latest DBO deal is the fifth announced so far this year and marks another significant step forward in Fairstone’s growth plan for 2020. Fairstone’s unique DBO acquisition model operates by integrating an IFA firm, typically over a...
06 May 2020
Fairstone, one of the UK’s largest Chartered Financial Planning firms, today announces that it has brought two new firms to its unique Downstream Buy Out (DBO) programme. The deals secure more than 720 clients, 16 advisers and support staff into the wider business as well as gross fee income of over £1.5 million and Funds Under Management of £200m, marking another significant step forward in Fairstone’s growth plan for 2020. Fairstone’s unique DBO acquisition model operates by integrating an IFA firm, typically over a two-year period, before finally acquiring the business. These deals with...
23 Apr 2020
Fairstone, one of the UK’s largest Chartered Financial Planning firms, today announces that it has signed up two new firms to its unique Downstream Buy Out (DBO) programme. The deals bring 1,000 clients, 17 advisers and support staff to the wider business as well as gross fee income of over £2 million and Funds Under Management of £215m, marking another significant step forward in Fairstone’s growth plan for 2020. Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent, specialise in investments and IHT planning, with four advisers, eight support staff and 520 clients. The firm...
18 Mar 2020
10% increase in client numbers, up to 65,000 Launch of new annual Client Index which shows 98% client satisfaction; 88% repeating advice; £2.6m investment cost savings for clients Trustpilot score showing overall client satisfaction rate of 98% Recognised as receiving the most positive ratings of any wealth management firm on VouchedFor £500m FUM and almost £3m in gross fee income added through market leading DBO programme 6 further firms fully acquired representing c£6m in fee income. FAIRSTONE, one of the UK’s largest Chartered financial planning firms, has seen its client base rise to 65...
10 Feb 2020
Fairstone, the full-service wealth management house, has been recognised as receiving the most positive ratings of any financial planning firm in the latest VouchedFor Guide. The accolade comes as VouchedFor published its 2020 Guide to the UK’s top-rated Financial Advisers in both The Times and Telegraph. The Guide is widely recognised as a sector standard of quality, with more checks that any other adviser directory. Two million consumers are using VouchedFor each year to find and check advisers. Fairstone has a phenomenal presence in the 2020 guide, with 53 Fairstone advisers qualifying,...

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