Live Breaking News & Updates on Ee hartley

Stay informed with the latest breaking news from Ee hartley on our comprehensive webpage. Get up-to-the-minute updates on local events, politics, business, entertainment, and more. Our dedicated team of journalists delivers timely and reliable news, ensuring you're always in the know. Discover firsthand accounts, expert analysis, and exclusive interviews, all in one convenient destination. Don't miss a beat — visit our webpage for real-time breaking news in Ee hartley and stay connected to the pulse of your community

Fairstone makes first advice firm buy of 2024 adding £110m in assets

Consolidator Fairstone has acquired Nottingham based independent advice firm James Ryan Thornhill (JRT).

United-kingdom , Ireland , Fairstone , Ee-hartley , Onsolidator , Cquisition ,

Fairstone CEO: 'We want to be disruptive on pricing'

Fairstone Group founder and chief executive Lee Hartley is looking to be “disruptive on pricing” by investing in the firm’s adviser platform technology, Sahar Nazir writes

Fairstone-group , Professional-adviser , Wealth-portal , Airstone , Ee-hartley ,

Fairstone records growth in adviser and client numbers

Fairstone Group has recorded a 33% year-on-year increase in revenue, its latest trading update has shown.

County-durham , Durham , United-kingdom , Hampshire , Lee-hartley , Financial-services , Station-financial , Advanced-financial-services , Fairstone , Ee-hartley , Ompany-results , Rowth-strategy

Fairstone acquires Essex-based Sacre adding £450m in AUM

Fairstone has acquired Essex-based Sacre Associates with the transaction adding £450m in assets under management (AUM) to the consolidator's books.

United-kingdom , Essex , Steve-rainer , Lee-hartley , Sacre-associates , Consumer-duty , Ee-hartley , Airstone , Teve-rainer , Onsolidation ,

How advisers deal with the power of online customer reviews

In light of a changing financial services industry, in which businesses are getting more clients from their website than through word-of-mouth referrals, many advisers have become conscious of online reviews, writes Julia Bahr

Rowley-turton , Alasdair-walker , Scott-gallacher , Lee-hartley , Darren-cooke , Handford-aitkenhead-walker , Google , Smart-money , Turton-chartered , Smart-money-people , Ee-hartley , Lasdair-walker

Fairstone buys Mantle Financial Planning in first acquisition of 2023

Consolidator Fairstone has made its first acquisition of 2023 with the purchase of Mantle Financial Planning (Mantel), adding more than £450m in funds under management (FUM) to the group.

Lee-hartley , Colin-caulfield , Clive-shaw , Fairstone-group , Principals-colin-caulfield , Downstream-buy-out , Financial-planning , Sabre-financial , Fairstone , Antle , Onsolidation , Ee-hartley

Fairstone acquires Sabre Financial adding £200m in FUM

Fairstone has completed its acquisition of Sabre Financial, which sees the Devon-based business add more than £200m in funds under management (FUM) to the group.

Lee-hartley , Downstream-buy-out- , Stuart-read , Dale-came , Sabre-financial , Airstone , Ee-hartley ,

Fairstone brings in £170m in FUM with latest acquisition

Advice firm consolidator Fairstone has today (7 December) announced its acquisition of Complete Financial Planning – a deal that brings £170m in funds under management (FUM) to the group.

Cumbria , United-kingdom , Lee-hartley , David-rawlings , Pax-financialin , Devon-associates , Financial-planning , Dublin-based-pax-financialin-september , Financial-concepts , Devon-based-east-associates , Ee-hartley , Airstone

Chartered status is 'essential' agree majority of clients

The majority of clients say that being a Chartered financial planner is “essential” to their decision around which adviser they choose, Fairstone finds.

Lee-hartley , Fairstone , Ee-hartley ,

Fairstone acquires Carlisle-based Financial Concepts

Advice consolidator Fairstone has purchased Financial Concepts, extending the group’s footprint across Cumbria.

United-kingdom , Anthony-phillipson , Lee-hartley , Nigel-shackleton , Darren-turnbull , Devon-associates , Financial-concepts , Sidmouth-based-east-devon-associates , Carlisle-based-financial-concepts , Airstone , Arren-turnbull , Ee-hartley