Fairstone has added Sovereign Wealth Management and Utopia Financial Planning to its downstream buy-out (DBO) programme.
Collectively the firms will bring 16 members of staff to the consolidator, as well as total ongoing fee revenue of around £2m and £220m assets under management. The two businesses service 3,500 clients...
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Plans for 2021
Downstream buy-out programme
'Rolling out the red carpet'
From the horse's mouth