My Wealth Management, Brett and Randall Financial Services, Bankfield Financial Advisers and Sterling Asset Management & Services join Fairstone: Serving clients across Leicester for over 100 years.
Fairstone has strengthened its presence in Leicester by welcoming several well-established financial advisory firms into its family, supporting them in delivering high-quality client-focused services with the backing of a national firm.
In 2016, My Wealth Management because part of Fairstone. By integrating into the Fairstone structure, they could continue providing a client centred service with access to enhanced resources and whole of market solutions. Peter Holden, Matt Jeffery and the team have been advising client for over 35 years.
In 2019, Brett and Randall Financial Services joined Fairstone. With an impressive 37-year history, Firm Principals Ralph Mitchell and Ian Dunk recognised the importance of aligning with a national IFA firm that could provide the regulatory, compliance, and business support needed to thrive in an evolving financial landscape.
That same year, Bankfield Financial Advisers also joined Fairstone. Led by Naren Naik and Ajay Naik, the team had built a strong reputation over 26 years and were ambitious about driving growth in the Midlands. By becoming part of Fairstone, they gained the support and infrastructure necessary to continue expanding while staying true to their commitment to high-quality financial advice.
In 2021, Sterling Asset Management & Services became part of Fairstone. Led by Simon Knighton and Andrew Rastrick, the team had been advising clients for eight years and saw an opportunity to maximise their client relationships. With Fairstone’s economies of scale, regulatory expertise, and comprehensive support, they could focus more on their clients while benefiting from an efficient and forward-thinking framework.
