Fairstone continues on acquisition trail with double DBO deal

Collectively the firms will bring 16 members of staff to the consolidator, as well as total ongoing fee revenue of around £2m and £220m assets under management. The two businesses service 3,500 clients between them. Sovereign Wealth Management has offices in Bath and Bristol and offers whole-of-market financial advice to clients, specialising in pensions and investments. Founded in 2004, West Yorkshire-based Utopia Financial Planning specialises in pre and post-retirement planning for both individuals and small businesses. These latest deals brings the number of firms added to Fairsto...