Fairstone adds Surrey advice firm in seventh deal of 2020

Gained £1.2bn FUM in 2020

Lee Hartley: “The structure of our unique DBO programme ensures we partner with quality firms with an appetite to grow and develop and Mantle Financial Planning share our values and aspirations for the future."
Lee Hartley: “The structure of our unique DBO programme ensures we partner with quality firms with an appetite to grow and develop and Mantle Financial Planning share our values and aspirations for the future."
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Consolidator Fairstone has added 11 advisers to the firm after partnering with Surrey-based Mantle Financial Planning.

Mantle FP has joined Fairstone through its downstream buyout (DBO) programme, which gradually integrates a new firm into Fairstone typically over a two-year period, before it is fully acquired. The...

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