Fairstone

Number of ‘cold’ enquiries received from online research increases

Deal adds £450m in FUM and 2,000 clients 

Devon-based firm expands consolidator's national footprint

First graduation held by the Personal Finance Society since 2019

Complete Financial Planning used the consolidator’s DBO acquisition model

Fairstone client survey looks at how advice is thought of from the outside

Fairstone client survey asks about the importance of being Chartered

The firm completed eight acquisitions last year

Adds £200m FUM

Downstream buy-out programme