Mortgage Find joins Fairstone Group

Mortgage Find joins Fairstone Group

Fairstone Group, one of the UK’s largest Chartered Financial Planning firms announces that it has signed up Mortgage Find to its downstream buyout programme. 

Based in North Kent and South East London, Mortgage Find offers the full range of mortgage solutions, including residential mortgages, protection and buy to let mortgages.

With over 8,000 clients, the Mortgage Find deal brings revenue of over £1.5m to the Fairstone Group.  Under the terms of the deal, following an integration period, Fairstone plans to fully acquire the Mortgage Find business.

Pensions and Wealth Management Services joins Fairstone Group

Pensions and Wealth Management Services joins Fairstone Group

Fairstone Group, one of the UK’s largest Chartered Financial Planning firms announces that it has signed up Pensions and Wealth Management Services (PWMS) to its downstream buyout programme. 

Based in the South East of England and with a strong presence in the North West, PWMS offers holistic financial planning services, specialising in investments and pensions.

Fairstone Group makes senior appointment

Fairstone Group makes senior appointment

Fairstone Group, one of the UK’s largest Chartered Financial Planning firms, announces the appointment of Simon Bourke as Group Development Manager, with immediate effect.  He will be based in Fairstone’s City office, with responsibility for identifying and engaging with suitable businesses nationally but with a focus on the South East, Midlands and South West.  He will work with selected companies to explore their growth and future sale aspirations in order to create high value acquisition opportunities for Fairstone Group.

Fairstone completes latest full acquisition of advice business through DBO

Fairstone completes latest full acquisition of advice business through DBO

Fairstone Group, incorporating the largest Chartered Financial Planning firm in the UK, announces that it has fully-acquired Lancashire-based McParland and Partners, in a deal which completes the purchase of the company under Fairstone’s downstream buyout (DBO) model.

The DBO model sees Fairstone take an initial minority stake in an IFA business and integrate the firm over a number of years before completing a final acquisition of the whole. 

Fairstone Group looks to Yorkshire for new growth

Howton Financial Services becomes latest Fairstone acquisition

Howton Financial Services becomes latest Fairstone acquisition

We are delighted to announce that Fairstone Group has fully-acquired Leeds based Howton Financial Services.

Led by founder and business principle, Paul Howard, Howton specialises in holistic financial planning for individuals, families and businesses with a focus on tax efficiency, pensions and investment. Fairstone first partnered with Howton three years ago and since then, the team has continued to go from strength to strength.

Lee Hartley, CEO of Fairstone Group, said:

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.

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