Fairstone Group Ltd

Looking for a career with real progression and long-term earning potential? Applications are now open for the Fairstone Adviser Academy, starting September 2026. The Fairstone Adviser Academy offers a fully funded, structured route into a career as a Financial Adviser. You will gain hands-on experience, work directly with clients, and receive ongoing training and mentoring as you build your professional qualifications. What you can expect: - Support through the CII Level 4 Diploma in Regulated Financial Planning - Practical, real-world experience from day one - Ongoing coaching, development and structured progression - A clear path into a long-term career in financial advice You will be joining one of the UK’s largest Chartered wealth management firms, with opportunities to grow and progress across the business. If you are ambitious, driven and looking to build a meaningful career with long-term prospects, we would love to hear from you. ➡️ Find out more and apply here: https://lnkd.in/evDx_5Qc

“Fairstone was a home for us and our clients” We talked to Rick Hollington and Leanne Woolaston, formerly of Octagon Wealth Management, to hear how they transformed their business through Fairstone’s Downstream Buy Out (DBO) model. For Rick and Leanne, the DBO was more than a succession plan. It opened the door to new opportunities, giving them the scale, resources, and backing to expand their ambitions. Since joining Fairstone, they have been able to drive acquisitions more efficiently, strengthening their firm’s reach and service capabilities. Unlike a traditional sale, Fairstone’s DBO is a phased partnership. It allows firm principals to remain active in the business, benefit from leadership and operational support, and unlock long-term growth while keeping clients and culture at the centre. 👉 Contact our M&A team today to start a confidential conversation and discover how the DBO model could unlock new growth opportunities for your firm - https://lnkd.in/e4QKE9BN

The 2025 Autumn Budget brings a clear shift in how work, wealth and savings are taxed, and it will affect almost everyone. It also highlights opportunities for smarter financial planning. With frozen tax bands, adjustments to pension relief, updated ISA rules, and higher taxes on savings, dividend and rental income, proactive steps can help you make the most of your earnings and investments. Now is a great time to review compensation, optimise retirement strategies, and explore tax-efficient ways to manage property and investments. With thoughtful planning, these changes can become opportunities rather than obstacles. Read our full blog for expert reactions, insights, and practical planning guidance on the Autumn Budget 2025. https://lnkd.in/eMWh6aCE

Most of us weren’t taught how to manage, grow, or protect our money, but it's too important to leave to guesswork. That’s why 125,000 Fairstone clients benefit from expert advice for life’s big financial moments and everything in between. From day-to-day planning to long-term investing, mortgages to protection, retirement to wealth transfer, we help you take control of your financial life from start to finish. Clear, independent guidance. No pressure. Just a smarter way to plan.

“It’s very much a win-win for our clients and our business” We caught up with with brothers Paul and Nigel Woods of Fairstone Harrogate, formerly Imagine Financial Practice, to hear how they secured their future through our Downstream Buy Out (DBO) model. For Paul and Nigel, putting clients first had always been central to their business. After years of helping clients find clarity in their financial plans, they wanted the same confidence for their own future. Partnering with Fairstone gave them that security. 👉 Contact our M&A team today for a confidential conversation and discover how the DBO model could help you plan your future with clarity and confidence - https://lnkd.in/e4QKE9BN

“It was the perfect five-year succession plan” We sat down with Calum Cameron and David Bolton from Fairstone Kibworth to discuss how they built their ideal succession plan through our Downstream Buy Out (DBO) model. The DBO gives business owners a structured, phased route to full acquisition. It keeps you in control during the partnership phase, safeguards clients and culture, and ensures a smooth exit on your own terms. If you are thinking about succession, their experience shows why the DBO is the smart choice for principals who want value, security, and continuity. 👉 Contact our M&A team today for a confidential conversation and find out how the DBO model could secure your succession goals - https://lnkd.in/e4QKE9BN