Fairstone completes sixth deal of 2021 with Utopia acquisition

West Yorkshire planning firm

Jenna Brown
clock • 2 min read

Fairstone has completed its sixth buyout this year with the acquisition of West Yorkshire-based Utopia Financial Planning.

The Chartered wealth management consolidation business said Utopia had been bought following completion of its downstream buyout programme which integrates advice firms, typically over a two year period, before final acquisition. Utopia FP, based in Liversedge, West Yorkshire, is a whole-of-market advice firm specialising in advice and management of investment and retirement portfolios.  The latest Fairstone deal will result in an additional 800 clients joining the group, along with Utopia FP's four advisers and six support staff. The deal will add £100m in funds under management. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

NextGen Planners becomes Plannex

NextGen Planners becomes Plannex

‘We have outgrown the name NextGen’

Isabel Baxter
clock 10 July 2025 • 2 min read
Chase de Vere's revenue hits £118.6m driven by acquisitions and client referrals

Chase de Vere's revenue hits £118.6m driven by acquisitions and client referrals

Profit before tax reaches £31.9m in 2024

Isabel Baxter
clock 08 July 2025 • 2 min read
FE Fundinfo integrates portfolio analysis and cashflow planning solutions

FE Fundinfo integrates portfolio analysis and cashflow planning solutions

FE Analytics and FE CashCalc integrated on Nexus platform

Isabel Baxter
clock 07 July 2025 • 1 min read