Fairstone Financial Management

The right solution.

General Information
Company Name
Fairstone Financial Management
Founded Year
2000
Location (Offices)
Nottingham, United Kingdom +1
Founders / Decision Makers
Number of Employees
28
Industries
Finance, Financial Services, Wealth Management
Funding Stage
Private Equity
Social Media

Fairstone Financial Management - Company Profile

Fairstone Group Ltd is a dynamic player in the UK financial planning market, positioning itself as a full-service wealth management house. Combining market expertise, specialist knowledge, and cutting-edge technology, Fairstone consistently achieves impressive annual growth rates exceeding 20%, with an annualised income surpassing £65 million. This growth has been further supported by a recent Private Equity Round investment in February 2021, with backing from notable investors including TA Associates, Synova Capital, and Alcentra Group. The firm's commitment to client-centric solutions is evident through its extensive reach, operating across 42 locations nationwide and servicing a substantial client base of 69,000. Fairstone prides itself on the proactive and personalized approach it takes in providing wealth management solutions, which has earned it the prestigious title of the number 1 wealth management firm on Trust Pilot. Additionally, its 'Intelligent wealth management' mantra reinforces its focus on providing open-architecture propositions, offering clients a broad choice, flexible and transparent fee structures, and no lower wealth limits or minimum fees, emphasizing a customer-first ethos. Founded in 2005, Fairstone is seen as one of the fastest-growing financial services organizations in the UK. Committed to delivering high-quality outcomes in a cost-effective manner, Fairstone is poised to continue its upward trajectory, reshaping the financial planning market with its innovative approach and robust growth strategy.

Taxonomy: financial planning, UK market, Chartered Financial Planning, growth, integration-led, technology, client-centric, open-architecture, flexible fees, transparent, fast-growing, trustworthy, personalized solutions, nationwide operations

Funding Rounds & Investors of Fairstone Financial Management (5)

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Funding Stage Amount No. Investors Investors Date
Private Equity Round Unknown 3 Alcentra Group 25 Feb 2021
Private Equity Round £25.00M 2 25 Apr 2016
Venture Round £500.00K 1 21 Jun 2015
Venture Round £1.41M 1 17 Oct 2014
Venture Round £1.50M 3 Hamiton Holdings 15 May 2013

Latest News of Fairstone Financial Management

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No recent news or press coverage available for Fairstone Financial Management.

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