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Fairstone acquires £135m AUM Chartered Planner

Acquisitive Financial Planning firm Fairstone has acquired £135m AUM Cumbria-based Chartered Financial Planning firm Financial Concepts for an undisclosed sum.

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Fairstone acquires Dundee-based adviser

Acquisitive Chartered Financial Planning firm Fairstone has acquired Dundee-based Findlay & Company Financial Services, its third acquisition this year.

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Second private equity firm invests in Fairstone

Global private equity house TA Associates has taken a significant stake in acquisitive Chartered Financial Planning firm Fairstone.

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Fairstone acquires Berkshire-based Financial Planner

Chartered Financial Planning firm Fairstone has acquired Berkshire-based Hammett and Petch Financial Planning under its downstream buyout acquisition model.

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