Fairstone has secured a total of £1.5m fee revenue and £130m of assets under management (AUM) for its business through the first eight deals announced in its new Individual Buy Out programme (IBO).
Building on its existing Downstream Buy Out programme for larger IFA businesses, the consolidator firm said the IBO programme was designed to enable individual advisers "to build a long term, tax-efficient...
2020 full year results
Alongside current backer Synova
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Deal struck in 2019
Specialises in large estates
OCFs of 0.5% or less
Responsible investors want more transparency
'Three common triggers'
Will report to Succession CEO
Was set for today (1 March)