Chartered Financial Planning-focused Fairstone has acquired Taunton-based £125m AUM financial adviser 1st Financial Group in a boost to its footprint in the West Country.
Expanding wealth manager and Financial Planner Fairstone has acquired Chartered Financial Planner-headed Sussex advice firm Foundation Financial Planning in a move it believes will strengthen its footprint in the London commuter belt.
Three financial advisers have joined the St James’s Place partnership, with two joining from Fairstone.
Fairstone Ireland has recruited experienced wealth management executive Ian Brady as the new CEO of the company to help steer growth in the republic.
Expanding Chartered Financial Planner Fairstone has acquired two Financial Planning firms managing a total of £183m AUM/A near its North East base.
North East-based Chartered Financial Planning firm Fairstone has established an Aberdeen hub to boost its footprint in Scotland following the acquisition of two local Financial Planning firms.
Chartered Financial Planning firm Fairstone has opened a major new hub in Cardiff as it expands its presence in Wales.
Wealth manager and Chartered Financial Planner Fairstone is planning more than 20 acquisitions of financial advice firms this year and has already completed 8 deals in Q1 alone.
Fairstone has converted four of its MPS portfolios into funds in a move that it claims will cut client charges by up to 20%.
Expanding Financial Planner and wealth manager Fairstone has added a new AI tool in partnership with Saturn AI.
Lee Hartley, founder of expanding Financial Planner and wealth manager Fairstone, has stepped down from the board and from his position as deputy chair.
North East-based Chartered Financial Planning-focused adviser firm Fairstone has reported revenue and pro forma income grew 21% over the past year to £168m.
Fairstone Group has appointed former Aldermore Bank CEO Steven Cooper as its new chief executive officer.
London Chartered Financial Planning firm Westminster Wealth Management has hired former Fairstone director Mark Hewson to the newly-created role of director of business operations.
Expanding Financial Planner and wealth manager Fairstone is to appoint a new, as yet unnamed, chief executive to replace founder Lee Hartley.
Expanding Financial Planner and wealth manager Fairstone has appointed former Abrdn MD Russell Bignall as its new group managing director.
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