Fairstone announce acquisition of Sterling Asset Management

Fairstone Announce Acquisition of Findlay & Company Financial Services

Fairstone Announce Acquisition of Findlay & Company Financial Services

Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announces the acquisition of Dundee based Findlay and Company Financial Services, reinforcing Fairstone’s growth plan for 2021.

The deal, which is the third acquisition announced this year, follows shortly after Fairstone was named as the most acquisitive wealth management firm in the UK for 2020 and the second most acquisitive firm overall in the ICAEW Corporate Financier annual review.

Fairstone Announce Acquisition of Chartermarque

Fairstone Announce Acquisition of Chartermarque

Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announces the acquisition of Glasgow based Chartermarque, bolstering Fairstone’s growth plan for 2021.

The announcement follows Fairstone being named the most acquisitive wealth management firm in the UK for 2020 and the second most acquisitive firm overall in the country in the ICAEW Corporate Financier annual review.

Fairstone Announce Acquisition of Hammett & Petch

Fairstone Announce Acquisition of Sovereign

Fairstone Announce Acquisition of Sovereign

Fairstone, one of the UK’s largest Chartered financial planning firms, today announces the acquisition of South West-based Sovereign Wealth Management, marking another significant step forward in the firm’s measured growth plan.

This acquisition by the full-service wealth management house, further highlights the strength of Fairstone’s unique proprietary Downstream Buy Out (DBO) acquisition model which integrates ambitious IFA firms into the group, typically over a two-year period, prior to final acquisition.

Fairstone Announce Acquisition of UskVale

Fairstone Announce Acquisition of UskVale

Fairstone, one of the UK’s largest Chartered financial planning firms, today announces the acquisition of South Wales-based UskVale Financial Planning, marking another significant step forward in the firm’s growth plan for 2020. 

This acquisition by the full-service wealth management house, further highlights the strength of Fairstone’s unique proprietary Downstream Buy Out (DBO) acquisition model which integrates ambitious IFA firms into the group, typically over a two-year period, prior to final acquisition. 

Fairstone publish full earn-out data and reveal an average of 111% across entire portfolio of acquisitions

Fairstone publish full earn-out data and reveal an average of 111% across entire portfolio of acquisitions

Firms joining the Fairstone Downstream Buy Out (DBO) programme are exceeding their target sale values and receiving pay-outs far above their original transaction price.

In a first for the sector, Fairstone, one of the UK’s largest Chartered financial planning firms, today publishes earn-out data on all its acquisitions to date.

Fairstone Announce Acquisition of Cube Financial Planning

Fairstone Announce Acquisition of Andrew Cohen

Fairstone Announce Acquisition of Chiltern House

Fairstone Announce Acquisition of Chiltern House

Fairstone, one of the UK’s largest Chartered financial planning firms, today announces the acquisition of Berkshire-based Chiltern House, marking another significant step forward in the firm’s growth plan for 2020.

This acquisition by the full-service wealth management house, further highlights the strength of Fairstone’s unique proprietary Downstream Buy Out (DBO) acquisition model which integrates ambitious IFA firms into the group, typically over a two-year period, prior to final acquisition.

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