Lee Hartley, Fairstone Group CEO

Lee Hartley, Fairstone Group CEO

20 Mar


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Lee Hartley, Fairstone Group CEO


Three new businesses link up with financial planning firm Fairstone

Posted by on 20 Mar 2017

North East financial planning firm Fairstone Group is continuing to grow via its Downstream Buy Out programme, announcing that three new firms have joined its ranks.

The deals bring a total of 19 new advisers to the Fairstone Group, revenue of over £3.25m and additional funds under advice of approximately £290m, reports the Group.

Sheffield-based pensions & investment specialist Campbell Harrison, North Kent & South East London’s Mortgage Find and Pensions & Wealth Management Services collectively take Fairstone’s total number of advisers across the UK to over 300, servicing 40,000 private clients with over £7bn of assets.

Lee Hartley, Fairstone Group CEO, explained: “As one of the UK’s largest Chartered financial firms, Fairstone already has a strong standing within the sector and is committed to continuing to grow its network of advisory businesses that offer clients a broad spectrum of superior financial advice.  

“Through our DBO programme, we are seeking out high quality firms with meaningful levels of assets under management who want to drive their performance upwards and realise optimum value for their businesses.”

Hartley added: “We are very pleased to have three companies of such quality join the Group where they will be able to leverage the strength of Fairstone’s system efficiencies, which will benefit both the front and back office, saving valuable time for advisers and ensure clients receive the very best financial advice.  

“For us, it is vital to have both a business and cultural fit with the companies who decide to join us. Having spent time with the teams at Campbell Harrison, Mortgage Find and Pensions & Wealth Management, we are incredibly excited about our future working together.”

Read more in these areas:

#North East #acquisitions #banking #economy
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