Fairstone has announced the launch of its Start-Up Joint Venture (SJV) Programme, setting aside substantial funds from their acquisition capital to support entrepreneurial advisers build businesses of scale and capital value.


HOW IT WORKS

  1. Register your interest, and we’ll schedule a confidential introductory call.
  2. After addressing your initial queries, we’ll conduct a video consultation, outlining cash flow planning options, technology, and compliance support.
  3. Upon mutual readiness, Fairstone will collaborate closely with you to establish a clear transition plan.
  4. We’ll provide on-going infrastructure and working capital for your newly incorporated company, ensuring immediate market-leading compliance, technology, and resource support for client service excellence.


ARRANGE A CONFIDENTIAL DISCUSSION

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We needed a firm to provide structure and compliance support so that the advisers could be freed up to advise clients and develop the business. Fairstone stood out through the technology and compliance support that was available. The ambition of the business was also a motivating factor.”

Angela Marson , Firm Principal

WHAT WE OFFER

  • Seed funding from the UK’s leading independent wealth advisory firm.
  • Cash flow planning, established investment models, and proven capital realisation plans.
  • Market-leading compliance, administration, and support services, along with a network of experienced wealth management founders.
WHO SHOULD APPLY

  • Groups of talented advisers seeking to launch and scale a business.
  • Advisers aiming to transition and scale their client banks independently.
  • Ambitious clusters of entrepreneurs with plans to expand, establish management teams, and take charge of their own destiny.

LEARN MORE

SJV Launch Release

Fairstone have launched a unique, start-up programme for talented adviser groups who are looking to start their own business.

Firm Principal Case Study

Keith Fisher, former firm principal of Chiltern House, talks about his experience working with Fairstone.

Record year of deal making

Fairstone’s is celebrating a record 12 months of dealmaking, with 16 firms joining its DBO programme across the UK and Ireland and 6 full acquisitions.

Financials

Take a look at the organisation's financial figures including; recent performance, key figures and acquisition success.