26 May 2017
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, announces the appointments of Paul Adams and Simon McGechie as independent financial advisers with immediate effect. Paul Adams joins from Ascot Lloyd and is an independent, whole of market adviser, placing great emphasis on building long-term relationships by providing on-going advice to ensure a client’s goals are met.  Having achieved Diploma status in 2013, Paul is currently working towards becoming a Chartered Financial Adviser with Fairstone. Simon McGechie also joins as an IFA from Ascot Lloyd, together Paul...
08 May 2017
Fairstone Group, one of the UK’s fastest growing Chartered Financial Planning firms, has completed its latest full acquisition under its Downstream Buy Out programme. DHD Wealth Management, which is headquartered in Wales and with offices across the southern part of the country, has become part of the Fairstone Group, further expanding the company’s footprint. Led by principals, Aled Davies, Clive Davies and Denise Jacob, DHD Wealth Management is a firm of independent financial advisers, providing advice to clients throughout Wales on all aspects of investment, pensions, life insurance and...
29 Mar 2017
Fairstone Group, one of the UK’s fastest growing Chartered Financial Planning firms, announces the appointment of Mike Slater as Divisional Director, with immediate effect.  His appointment is the latest addition to Fairstone’s senior management team, Mr Slater will also join the Group’s Executive Committee. With over twenty years’ experience within the financial advice and investment sectors, Mike has held senior roles at Zurich, Openwork and Octopus. Based in Fairstone’s London headquarters, he will be responsible for managing the City office as well as working closely with Fairstone’s...
20 Mar 2017
Fast growing Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, today announces the completion of the next stage of its build plan with a series of deals that sit within its proprietary Downstream Buy Out programme.  Collectively, the deals bring a total of 19 new advisers to the Fairstone Group, revenue of over £3.25 million and additional funds under advice of approximately £290 million.  This takes Fairstone’s total number of advisers across the UK to over 300, servicing 40,000 private clients with over £7bn of assets. Lee Hartley, Fairstone Group CEO, said: “As...
20 Mar 2017
Fairstone Group, one of the UK’s largest Chartered Financial Planning firms announces that it has signed up Mortgage Find to its downstream buyout programme.  Based in North Kent and South East London, Mortgage Find offers the full range of mortgage solutions, including residential mortgages, protection and buy to let mortgages. With over 8,000 clients, the Mortgage Find deal brings revenue of over £1.5m to the Fairstone Group.  Under the terms of the deal, following an integration period, Fairstone plans to fully acquire the Mortgage Find business. Founded by Mark Alexander, Mortgage Find...

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