Wealth manager eyes growth with record model

A national wealth management firm says it is set for “a step-change in growth” thanks to a record acquisition programme.

Fairstone has revealed it is primed to notch a 30 per cent rise in downstream buyout sign-ups in 2026.

Bosses at the Sunderland-headquartered company say the forecast increase leaves the business ready to “help thousands more clients achieve financial goals”.

They add the figure – which could be boosted by acquisitions in regions including the Midlands and the South of England – will help the business press on with plans to double client assets under management to £40 billion by the end of 2030.

Fairstone’s downstream buyout model allows business owners to work with the company and grow operations while planning for a sale at a future date.

Operating for more than ten years, it last year welcomed its 100th partner when Halifax-based Richardson Premier Wealth joined the Fairstone stable.

Steven Cooper, Fairstone chief executive, said: “We see 2026 as a key year in our ongoing growth with our downstream buyout programme playing a crucial role.

“The market conditions, our reputation in the sector and the hard work which has gone into developing our pipeline have given us significant momentum, which we will look to capitalise on with targeted acquisitions in selected regions across the country.”

Steve McNicol, chief development officer, added: “This is an acquisition model which has proven its worth over more than a decade.

“We partner with firms before we purchase and we only choose high-quality firms with shared cultures, values and entrepreneurial ambitions.

“We’re very proud of our track record of successfully partnering with – and ultimately acquiring – so many excellent firms.”

Fairstone has offices across England, Scotland, Wales and Northern Ireland.

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