11 Dec 2017
Fairstone, one of the UK’s fastest growing Chartered Financial Planning firms, announces the appointment of Gerard Murray as Chief Financial Officer (CFO). Ged will take up the role in January 2018 and will also join the Fairstone Group board of directors. This appointment will also enable Fairstone’s current CFO, Scott Hopkinson, to move into his new role as Chief Commercial Officer with responsibility for driving the company’s entire acquisition programme. Ged brings with him over 30 years of experience in some of the north’s leading private and public businesses having held senior roles at...
01 Dec 2017
In 2017, 52% have no retirement plan in place; Less than half of respondents with financial savings and investments had reviewed the cost or performance or their financial investments in the last 12 months; Just 9% of respondents who have savings and investments used a financial adviser to review these holdings in the last 12 months; £400bn to be passed from grandparents to younger generation over the next 10 years Fairstone’s Lee Hartley calls on industry to galvanize to improve consumer engagement A wide-ranging independent online survey of over 2000 adults aged 18-75 in Great Britain...
30 Nov 2017
Fairstone, one of the UK’s largest Chartered Financial Planning firms, announces that Alex Odd will take on joint ownership of the group’s portfolio management alongside Oliver Stone. This move coincides with Oliver Stone’s promotion from Group Head of Research to Portfolio Manager which acknowledges his fantastic contribution to Fairstone’s progress over the last 5 years. Alex brings with him over 20 years of experience with M&G and Jupiter where he managed in excess of £2 Billion in client assets was recognised for being one of the very few income managers to grow investors’ income over...
23 Oct 2017
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, today announces the full acquisition of Hase Osborne Asset Management Limited. Based in Wendover, Buckinghamshire, Hase Osborne Asset Management offers wealth management and holistic financial planning solutions for high net worth individuals. This is the fourth successful transition in 2017 for a downstream buy out (“DBO”) partner being fully acquired by Fairstone and brings total revenue of £2.1m to the Fairstone Group with funds under management of approximately £250m million. Hase Osborne Asset Management is a...
18 Oct 2017
Fairstone, one of the UK’s fastest growing Chartered Financial Planning firms, announces the appointment of Sheriden Davy as group compliance director, with effect from January 2018. His appointment is the latest addition to Fairstone’s senior management team, Mr Davy will also join the Group’s Executive Committee. With over 15 years’ experience in the financial services industry, Sheriden has held senior roles at Intrinsic, True Potential and Blackrock. Sheriden joins the team as successor to group operations director, John Ripley who will retire in early 2018 after nine years at the helm of...

Pages