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,...
07 Feb 2020
FAIRSTONE is celebrating investing in future talent by securing permanent roles for three apprentices. Seventeen-year-old Lewis Pawson, who started an IT apprenticeship at Fairstone in August 2018, is the firm’s latest apprentice to be offered a permanent role – a timely appointment coming in National Apprenticeship Week. Lewis’ appointment as an IT support analyst follows on from fellow successful apprentices Kiera Redman and Aaron Clark, who are also enjoying full time roles within the company. One of Fairstone’s first apprentices, 24-year-old Kiera Redman, joined the firm in 2013 as a...
27 Jan 2020
Fairstone, one of the UK’s largest Chartered financial planning firms, has further consolidated its presence in the South and East, with the acquisition of two firms. The purchase of Hamlyn Financial Services in Swaffham, and Wagstaffs Wealth Management in Stevenage, marks a solid start to the year for the full-service wealth management house and further highlights the strength of Fairstone’s proprietary Downstream Buy Out (DBO) model in integrating ambitious IFA firms into the group. Hamlyn Financial Services specialise in pensions and investments and the acquisition brings an additional 2,...
18 Dec 2019
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 there, most people fail to actively plan their route to retirement and lack confidence in their pension decision making. As a Chartered Financial Planner I get asked a variety of pension-related questions on an almost daily basis, such as; how much should I save, how much can I contribute, where should I invest, when can I retire and what is ‘Drawdown’? Rest assured it is never too late to start planning for your retirement, but the sooner you start...

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