14 Nov 2019
Fairstone Group, the integration-led national wealth management house, is delighted to announce that globally-experienced executive Iain Jamieson will join the business as Chief Financial Officer. Iain, who has over 20 years’ experience working worldwide, takes up the role at Fairstone from the beginning of January and will also join the Fairstone Group board of directors. Over his career, Iain has been involved in a range of leading businesses and his most recent role saw him manage the sale of Stackhouse Poland, a buy-and-build focused general insurance broker, to leading US insurer AJ...
14 Oct 2019
Fairstone, one of the UK’s largest Chartered Financial Planning firms, today announces that Lofthouse Gate and Mortgage Find, have been fully acquired by the business. The deals bring an additional 8,800 clients into the group together with 20 advisers and 14 support staff. The acquisitions also secure gross fee income of £2.3million for Fairstone, together with funds under management of more than £120m. The two purchases, which mark a total of six outright acquisitions this year for the full-service wealth management house, further highlights the strength of Fairstone’s proprietary...
19 Sep 2019
5% increase in client numbers over six months Trustpilot score shows on-going overall client satisfaction rate of 98% £510m AUM and almost £4.4m in gross fee income added through DBO programme Four further firms fully acquired representing £4m in fee income Additional 19 members of staff recruited into primary support functions Fairstone, one of the UK’s largest Chartered Financial Planning firms, has seen its client base rise to 59,000 – a 5% increase over the past six months – with three firms joining its Downstream Buy Out (DBO) programme and a further four being fully acquired by the...
02 Sep 2019
Fairstone Group, which incorporates one of the UK’s largest Chartered Financial Planning firms, has seen a more than 50% increase in recurring income according to its latest results. Audited accounts just completed for 2018 show that recurring income has increased to £34.1m, up from £22.2m in 2017, representing 63% of advisory revenue. Meanwhile total client numbers during this period have risen over 16% to 57,000, while funds under management have increased by 36% to £7.2bn with funds under advice rising to £9.6bn. Total revenue for the 2018 financial year has also grown by 20% to £58m,...
18 Feb 2019
25% increase in client numbers, up to 51,000 Trustpilot score showing overall client satisfaction rate of 97% £365m AUM and almost £3m in gross fee income added through DBO programme 2 further firms fully-acquired representing c£1.2m in fee income Additional 45 members of staff recruited into primary support functions 2 Chartered Financial Planners join through IBO Fairstone, one of the UK’s largest Chartered Financial Planning firms, has seen its client base rise to 51,000 – a 25% increase on the previous year. The strong growth in client numbers is bolstered by the company’s Trustpilot...

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