Fairstone Group looks to Yorkshire for new growth

Fairstone completes further acquisition of advice business through DBO

Fairstone completes further acquisition of advice business through DBO

We are delighted to announce that Fairstone Group has fully-acquired Leicestershire based My Wealth Management.

Led by Ian Morris, My Wealth Management specialises in investments, retirement and estate planning and represents some 1,500 clients.  It also provides a bespoke financial management service through ActivePlan and ActivePlan+, an on-going review of a client’s financial portfolio.  Fairstone first partnered with the company three years ago as part of its downstream buyout (DBO) model.

Bankfield joins Fairstone Group

Bankfield joins Fairstone Group

Fairstone Group, one of the UK’s largest Chartered Financial Planning firms announces that it has signed up Bankfield Financial Advisers to its downstream buyout programme.  Leicester-based Bankfield offers holistic financial planning services to individuals and businesses.

With over 2,500 clients, the Bankfield deal brings revenue of £600K to the Fairstone Group and funds under management in the region of £30 million.  Under the terms of the deal, following an integration period Fairstone plans to fully acquire the Bankfield business.

Fairstone completes full acquisition of advice business through DBO

Fairstone completes full acquisition of advice business through DBO

Today we are delighted to announce that Fairstone Group has fully-acquired Staffordshire-based Angela Murfitt Financial.

Led by Angela Murfitt, Angela Murfitt Financial specialises in investment, pensions and IHT planning, representing 170 clients.  Fairstone first partnered with the company four years ago as part of our downstream buyout (DBO) model.

Robert Goodman Associates is the “perfect fit” for Fairstone

Robert Goodman Associates is the “perfect fit” for Fairstone

Robert Goodman Associates (RGA) is the latest firm to join the Fairstone Group, one of the fastest growing financial services organisations and one of the largest CII Chartered Financial Planning organisations in the UK.

Based in Harefield in the South East, RGA offers a personal financial advisory service specialising in investment and pension advice.  Under the terms of the deal, following an integration period Fairstone plans to fully acquire the RGA business.

Fairstone welcomes Wales’ DHD Wealth Management

Fairstone welcomes Wales’ DHD Wealth Management

Fairstone Group, one of the fastest growing financial services organisations and one of the largest CII Chartered Financial Planning organisations in the UK, is delighted to welcome the latest firm of advisers to join the team. Based in Wales with offices in Aberystwyth and Cardigan, DHD Wealth Management specialises in investment planning, pensions and IHT planning.

Led by Aled Davies, Clive Davies and Denise Jacob, the DHD team is made up of four advisers and five support staff who together represent 1,450 clients. 

Hase Osborne joins Fairstone Group

Hase Osborne joins Fairstone Group

Hase Osborne Asset Management has joined Fairstone Group, one of the largest Chartered Financial Planning firms in the UK. Hase Osborne is based in Wendover, Buckinghamshire, and offers wealth management and holistic financial planning solutions for high net worth individuals.

The deal brings total revenue of £1.5m to the Fairstone Group and funds under management of approximately £165 million. Under the terms of the agreement, after a period of integration, Fairstone plans to fully acquire the business.

Fairstone Group adds Lancashire advice company

Fairstone Group adds Lancashire advice company

Fairstone Group, incorporating one of the largest Chartered Financial Planning firms in the UK, has entered into a downstream buyout agreement with McParland and Partners Ltd in a transaction which sees them take an initial minority stake in the business. The company is based in Nelson, Lancashire and operates satellite offices in Manchester and Sheffield, offering high quality financial planning for SMEs and high net worth individuals.

Fairstone Group adds Northern Ireland base and grows Belfast presence with first acquisition

Fairstone Group adds Northern Ireland base and grows Belfast presence with first acquisition

Fairstone Group, incorporating one of the largest Chartered Financial Planning firms in the UK, has entered into an agreement with First Financial Management (NI) Ltd under its downstream buyout model. The company, based in Lisburn, Country Antrim, has been renamed Fairstone NI. Taking place over a number of years, the deal will allow Fairstone NI to integrate with the Group’s state of the art systems and infrastructure and will allow a seamless transition for clients.

Fairstone Group expands with addition of Avidus Scott Lang

Fairstone Group expands with addition of Avidus Scott Lang

Fairstone Group, incorporating one of the largest Chartered Financial Planning firms in the UK, has signed Sale-based Avidus Scott Lang under its unique Downstream Buy-Out (DBO) Model in the latest of a string of deals for the firm.

Avidus Scott Lang specialises in pension planning, financial planning, asset management and estate planning, as well as having a long-established expertise in bespoke services to high net worth individuals and corporate clients across the UK.