Fairstone hits 55 office locations after buying up Kent advice firm

Deal signed for Goodman Chartered Financial Planners in Tunbridge Wells

Hope Coumbe
clock • 1 min read

The 55th Fairstone office is up and running following the consolidator’s acquisition of Kent-based advice firm Goodman Chartered Financial Planners.

Fairstone today (13 December) confirmed the 35-year old firm had been acquired through its downstream buy out programme model, which sees businesses experience an integration phase with the consolidator first. The deal brings £160m of assets under the Fairstone umbrella, alongside 425 clients, five advisers, eight paraplanners, and client services staff. "Joining Fairstone was very attractive to us," said Goodman Chartered Financial Planners director Andy Smith. "Their commitment to independent financial advice and their passion for high quality service delivery very much ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Women and wealth: A new era of financial empowerment?

Women and wealth: A new era of financial empowerment?

Helping women build confidence and craft long-term strategies

Olivia Perry
clock 13 December 2024 • 3 min read
Feel Good Friday: Quilter Foundation partners with two charities

Feel Good Friday: Quilter Foundation partners with two charities

Supporting Meals & More and Feeding Britain

Professional Adviser
clock 13 December 2024 • 1 min read
Playing to your strengths when building professional connections

Playing to your strengths when building professional connections

Have clear networking goals

Sam Whitaker
clock 12 December 2024 • 4 min read