About Fairstone
Fairstone is a company based in Sunderland (United Kingdom). It operates as a Professional Services. Fairstone has completed 29 acquisitions, including ASM Financial Planning Limited, Advanced Financial Planning and Allensons Mortgage Advisors. Fairstone offers products and services including Investment Planning, Retirement Planning, and Estate Planning.
- Headquarter Sunderland, United Kingdom
- SectorsFinancial Services
- Phone•••• ••••
- Website fairstone.co.uk
- Social LinkedIn X Facebook Instagram
- Investments & AcquisitionsASM Financial Planning Limited
& 28 more
Products & Services of Fairstone
Fairstone offers a comprehensive portfolio of products and services, including Investment Planning, Retirement Planning, and Estate Planning.
Tailored investment plans are created for future financial security.
Retirement strategies are developed to ensure long-term financial stability.
Estate plans are designed to protect and transfer wealth.
People of Fairstone
30 people are tracked at Fairstone (23 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Lee Hartley | Chief Executive Officer | Leadership |
Greg Horton | Chief Technology Officer | Leadership |
Simon Wilson | Chief Financial Officer | Leadership |
Iain Jamieson | Chief Financial Officer | Leadership |
Nick Stebbing | Chief Operating Officer | Leadership |
Simon Pile | Chief Accounting Officer | Leadership |
Graham Cornforth | Corporate Finance Director | Leadership |
Tom Taylor | Chief Risk Officer | Leadership |
Carl Wallis | Group Compliance Director | Leadership |
Karina Parsons | Group Compliance Director | Leadership |
Ursula Sweis | Group Regulatory Director | Leadership |
Mike Slater | Managing Director (national) | Leadership |
Steve Easter | Managing Director (mortgage) | Leadership |
Peter Donaldson | Managing Director (partnership) | Leadership |
Mark Hewson | Group Divisional Director | Leadership |
Alick Campbell | National Projects Director | Leadership |
Steve Mcnicol | Chief Development Officer | Leadership |
Gavin Green | Business Growth Director | Leadership |
Dennis Reed | Group Development Director | Leadership |
Marguerite Peyton | Managing Director (financial Planning) | Leadership |
10 more people are available in the full profile.
Complete people profiles for Fairstone
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Fairstone
Fairstone has strategically engaged in corporate development activities, having acquired 29 companies. Notable acquisitions include ASM Financial Planning Limited, Advanced Financial Planning and Allensons Mortgage Advisors.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of financial planning, mortgages, and other related services | sacreassociates.com | Chelmsford, United Kingdom | 1993 | May 2023 | •••• | |
Financial advisory services are provided to clients by Sabre Financial. | sabrefinancial.co.uk | Kingsbridge, United Kingdom | 2001 | Dec 2022 | •••• | |
Financial advisory services are provided to clients by Pax Financial. | pax.ie | Dublin, Ireland | 2011 | Sep 2022 | •••• | |
Fairstone NI is engaged in providing wealth management and financial planning services. | fairstoneni.co.uk | Lisburn, United Kingdom | 2014 | Nov 2021 | •••• | |
Financial advisory services are provided by Chadney Bulgin to clients. | chadneybulgin.com | Fleet, United Kingdom | 1993 | Oct 2021 | •••• | |
Wealth management and financial planning services are offered to clients. | utopiafp.co.uk | Liversedge, United Kingdom | 2018 | Jul 2021 | •••• | |
Investment consulting firm | asmfinancialplanning.com | Belfast, United Kingdom | 1999 | Jul 2021 | •••• | |
Asset management and related services are provided in the UK. | sterlingassetmanagement.co.uk | Boldon Colliery, United Kingdom | 2020 | May 2021 | •••• | |
Provider of wealth management, business consulting, risk management and insurance services | sabrefinancial.net | Westlake Village, United States | 2016 | Dec 2020 | •••• | |
Investment & wealth management firm | cubefp.com | Romsey, United Kingdom | 2012 | Nov 2020 | •••• |
Complete acquisition details for Fairstone
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Fairstone
10 dated milestones of Fairstone across 3 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Cube Financial Planning.
- Acquisition Acquires SABRE Financial Services.
- Acquisition Acquires Sterling Asset Management & Services.
- Acquisition Acquires ASM Financial Planning Limited.
- Acquisition Acquires Utopia Financial Planning.
- Acquisition Acquires Chadney Bulgin.
- Acquisition Acquires Fairstone NI.
- Acquisition Acquires Pax Financial.
- Acquisition Acquires Sabre Financial.
- Acquisition Acquires Sacre Associates.
Web traffic of Fairstone
Websites that share an audience with Fairstone (fairstone.co.uk).
Websites whose visitors overlap most with Fairstone. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| amberriver.com | 100% | 17.9K | #1,551,258 | View details | |
| findawealthmanager.com | 85% | 10.7K | #2,183,706 | View details | |
| wesleyan.co.uk | 72% | 90.4K | #460,827 | View details | |
| bestinvest.co.uk | 65% | 55.5K | #589,458 | View details | |
| universal-investment.com | 61% | 42.4K | #1,077,470 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Fairstone
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to Fairstone
10 companies that operate in the same segment as Fairstone (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Fairstone
Fairstone is headquartered in Sunderland, United Kingdom. It is registered at Sunderland, England, United Kingdom.
Fairstone is recognized as a full-service wealth management house in the UK, where tailored financial planning and investment management solutions are offered. Services are provided across sectors like retirement planning, estate planning, and corporate financial planning. With over 50 locations nationwide, independent advice is delivered by a team of over 1200 advisers and staff. Client-centric approaches are emphasized, ensuring whole-of-market choices without ties to specific providers. Managed investment portfolios are consistently rated highly, contributing to the firms reputation as a trusted entity on platforms like Trustpilot.
Fairstone offers Investment Planning, Retirement Planning, and Estate Planning.
Fairstone has made 29 acquisitions, including ASM Financial Planning Limited, Advanced Financial Planning, and Allensons Mortgage Advisors.