UK financial planning group buys Hampshire advice company
Deal adds more than £850m in funds under management
Source: international-adviser.com
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Fairstone inks fourth M&A deal of 2021
Deal brings around £100m in funds under management
Source: portfolio-adviser.com
UK financial planning firm makes fourth acquisition of 2021
Deal brings around £100m in funds under management
Source: international-adviser.com
UK financial planning firm completes third acquisition of 2021
Deal adds over £100m in funds under management Fairstone has acquired Dundee-based Findlay & Company Financial Services for an undisclosed sum. This marks Fairstone’s third acquisition of 2021. Findlay & Company Financial Services is a whole-of-market advice firm specialising in advice and management of investment and retirement portfolios. This brings an additional 1,000 clients into the group together with Findlay’s five advisers and four support staff. The deal also secures funds under management in excess of £100m ($139m, €116m). ‘Valued addition’ Lee Hartley, chief executive ...
Source: international-adviser.com