Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth
Sacre Associates is a whole of market advice firm in Chelmsford
North East advisory aims to support tech talent across the region
MT Financial Management is based in Spalding, Lincs
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