Fairstone and J.P. Morgan Asset Management Unveil Strategic Partnership to Deliver Institutional-Grade Investment Capabilities to UK Retail Clients
Fairstone, the UK’s largest chartered financial planning firm and a leading provider of full-service wealth management, has announced a strategic partnership with J.P. Morgan Asset Management. This collaboration combines Fairstone’s extensive client base and trusted advisory expertise with J.P. Morgan Asset Management’s global investment capabilities and proven track record, creating an effective partnership to deliver […]
Fairstone Annual Report 2023
Fairstone Group has published its latest annual report, highlighting a 32% year-on-year increase in revenue, reaching £154m pro forma fee income in the last quarter of 2023. In addition, Fairstone has exceed £18bn of Funds Under Management and announced growth in every single one of its key areas – including client numbers, advisers, recurring […]
The key Spring Budget 2024 announcements at a glance
Independent financial adviser, Matthew Jeffery, looks at the key announcements aimed at revitalising the economy while addressing key concerns of workers and parents Chancellor Jeremy Hunt positioned worker and parental tax cuts at the core of his Spring Budget 2024 in a move to bolster the economy. The most substantial change announced was a 2p […]
Support for Small and Medium Enterprises (SMEs)
Independent financial adviser, Mandy Crawford, discusses the changes to SMEs discussed in the 2024 Spring Budget. Chancellor Jeremy Hunt’s commitment in the Spring Budget 2024, he said, was to support Small and Medium Enterprises (SMEs) in the UK to build an economy that fosters a balanced and thriving business ecosystem. The Budget outlined a number […]
2p cut in National Insurance Contributions
Independent financial adviser, Nadia Khan, explains the NI contribution change announced in the Spring Budget 2024. Chancellor Jeremy Hunt confirmed a cut in National Insurance Contributions (NICs) in the Spring Budget. The cut, widely trailed in advance of the Budget and applying from 6 April, will cost the Treasury approximately £10 billion a year. Mr […]
Financial system, savings, pension funds
Independent financial adviser, Ryan Neil, discusses the Budget announcements focused on supporting British growth and individuals in securing their financial future. Chancellor Jeremy Hunt, in the Spring Budget 2024, laid out plans for the financial system, focusing on savings and pension funds. He announced this to support British growth and individuals in securing their financial […]
What to expect from the 2024 Spring Budget
Chancellor Jeremy Hunt is preparing to share the Spring Budget this week. As we eagerly anticipate Chancellor Jeremy Hunt’s impending announcement of the Spring Budget on Wednesday, the economic landscape paints a cautious picture. With a rise in gilt yields and a challenging economic outlook, the scope for significant giveaways appears limited. However, despite this […]
Bank of England increase base rate
On Thursday 22 June 2023, the Bank of England increased the base rate from 4.5% to 5%. What is the base rate and why does this matter? The base rate, set by the Bank of England’s Monetary Policy Committee, is the rate they charge other banks and lenders when they borrow money. It is the […]
Fairstone clients value expertise and peace of mind as top priorities
Peace of mind and financial expertise, particularly during challenging economic periods, are the top benefits of receiving financial advice. The findings come as part of a new survey by Fairstone, one of the UK’s largest Chartered financial planning firms, which revealed that over two thirds (70%) of respondents said the expertise of their financial adviser […]
Growing wealth held in property
Importance of the role of property wealth in retirement planning Property wealth can play an important role in a retirement strategy, providing a source of income and capital growth, and this has been highlighted in new research which has revealed the increasing importance of the role of property wealth in retirement planning[1]. The research looked […]