Fairstone has acquired Sussex-based Foundation Financial Planning, based in Haywards Heath.
Founded in March 1998, Foundation Financial Planning offers financial planning and wealth management services including tax planning, investment management, pensions, mortgages and estate planning. With four advisers and a support team, the firm serves more than 400 clients across the south of England, with the majority based in West Sussex, and has £170m of client assets under management. Headed by chartered financial planner Gianni Campopiano, Foundation Financial Planning first partnered with Fairstone in December 2024 through its downstream buy out (DBO) programme. Fairstone sa...
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