Fairstone partner with Imagine Financial Planning and Forbes Lawson Wealth Management under its DBO programme

Fairstone partner with Imagine Financial Planning and Forbes Lawson Wealth Management under its DBO programme

Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announce that it has signed up two new firms to its unique Downstream Buy Out (DBO) programme.

Imagine Financial Planning and Forbes Lawson Wealth Management have joined Fairstone through its DBO acquisition programme, increasing the firm’s strategic footprint in Yorkshire and Scotland and bolstering Fairstone’s growth plan for 2021.

Fairstone partner with James Ryan Thornhill under its DBO programme

Fairstone partner with James Ryan Thornhill under its DBO programme

Fairstone, which incorporates one of the UK’s largest Chartered financial planning firms, today announce that it has signed up new firm James Ryan Thornhill to its unique Downstream Buy Out (DBO) programme.

James Ryan Thornhill has joined Fairstone through its unique DBO acquisition programme, increasing the firm’s strategic footprint in the East Midlands and further boosting Fairstone’s growth plan for 2021.

Fairstone partner with Sabre Financial under its DBO programme

Fairstone partner with Sabre Financial under its DBO programme

Fairstone, one of the UK’s largest Chartered financial planning firms, today announce that it has signed up new firm Sabre Financial to its unique Downstream Buy Out (DBO) programme. 

The new DBO deal is the ninth announced in 2020 and brings the total of funds under management added through Fairstone’s unique DBO programme so far this year, to more than £1.3bn. 

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 partner with Complete Financial Planning under its DBO programme

Fairstone partner with Complete Financial Planning under its DBO programme

Fairstone, one of the UK’s largest Chartered financial planning firms, today announce that it has signed up new firm Complete Financial Planning to its unique Downstream Buy Out (DBO) programme.

The new DBO deal is the eighth announced in 2020 and brings the total of funds under management added through Fairstone’s unique DBO programme so far this year, to more than 1.2bn.

Fairstone partner with Mantle Financial Planning under its DBO programme

Fairstone partner with Mantle Financial Planning under its DBO programme

Fairstone, one of the UK’s largest Chartered financial planning firms, today announces it has gained almost £1.2bn in funds under management through its Downstream Buy Out model so far this year, following the agreement of a seventh deal with a South East firm. This brings total funds under management for Fairstone to close to £10 billion and funds under advice to almost £12 billion.

Fairstone partner with MT Financial Management under its DBO programme

Fairstone partner with MT Financial Management under its DBO programme

Fairstone, one of the UK’s largest Chartered financial planning firms, today announce that it has signed up new firm MT Financial Management to its unique Downstream Buy Out (DBO) programme.

The deal brings more than 560 clients, five advisers and 11 support staff to the wider business as well as gross fee income of £1.2 million and Funds Under Management of £180m.

This latest DBO deal is the sixth announced so far this year and marks another significant step forward in Fairstone’s growth plan for 2020.

Fairstone add two new firms to its DBO programme

Fairstone add two new firms to its DBO programme

Fairstone, one of the UK’s largest Chartered Financial Planning firms, today announces that it has signed up two new firms to its unique Downstream Buy Out (DBO) programme.

The deals bring 1,000 clients, 17 advisers and support staff to the wider business as well as gross fee income of over £2 million and Funds Under Management of £215m, marking another significant step forward in Fairstone’s growth plan for 2020.

Fairstone steps up growth adding mortgage advisory business

Fairstone steps up growth adding mortgage advisory business

Fairstone, one of the UK’s fastest growing Chartered financial planning firms, today announces that it has taken a majority stake in Wokingham-based Allensons Mortgage Advisors, as it continues to implement its ambitious growth strategy. As part of the deal, Allensons will rebrand as Fairstone Mortgage Solutions and join a rapidly growing part of the company, which wrote over £1.25bn of new mortgage business over the past year. Paul Cleveland, principal at Allensons, will retain a significant shareholding alongside Fairstone.

Fairstone bolsters DBO programme with duo of deals

Fairstone bolsters DBO programme with duo of deals

Fairstone, one of the UK’s largest Chartered Financial Planning firms, today announces another significant step forward in its growth plan for 2018 with two advice firms joining the Group. The company confirms it has secured Utopia Financial Planning and Sovereign Wealth Management into its downstream buy out programme and both will be fully integrated into Fairstone prior to final acquisition.

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