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...
17 Dec 2019
Fairstone, one of the UK’s largest Chartered financial planning firms, has strengthened its presence in the North East, with the acquisition of Chilli Financial Limited. The purchase, the eighth of the year by the full-service wealth management house, which is headquartered in Newcastle, further highlights the strength of Fairstone’s proprietary Downstream Buy Out (DBO) model in integrating ambitious IFA firms into the group. Chilli Financial Limited, which specialises in wealth management, is based in Stockton. The acquisition brings an additional 400 clients into the group together with...
26 Nov 2019
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has further consolidated their presence in the North West, with the acquisition of Octagon Wealth Management. The purchase, the seventh of the year by the full-service wealth management house, further highlights the strength of Fairstone’s proprietary Downstream Buy Out (DBO) model in integrating ambitious IFA firms into the group. Octagon Wealth Management, which specialises in the management of investment and retirement portfolios, is based in Burscough, near Ormskirk. The acquisition brings an additional 800 clients...

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