ESG message not getting through to DIY investors
‘There are more acronyms than you can shake a stick at’
Fairstone
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UK financial planner starts 2020 with double M&A swoop
Deals bring over £160m in funds under management to the firm
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DFM makes strides in IFA space with London acquisition
As Fairstone Group completes its eighth M&A deal of the year
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M&A-hungry IFA reaps benefits of buyout scheme
It has now made seven acquisitions this year
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PEOPLE MOVES: Fairstone, Gam, Quilter Cheviot
Advice firm hires CFO, as asset manager names chief operating officer
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IFA acquires pension planning specialist
It has now made six M&A deals this year
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Many wealthy UK under 50s do not have Wills
Write one, update it and make sure assets are distributed according to your wishes
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Healthy competition can raise IFA standards in Northern Ireland
Advice firm Fairstone speaks about growing its business after a number of big players entered the country
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UK financial planner doubles 2019 acquisition tally
Deals will give firm £1.5m in gross fee income and more than £120m in funds under management
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Leicester-based IFA snapped up through buyout scheme
Some 420 clients, three advisers and seven support staff will join the financial planner
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Financial planner makes first acquisition of 2019
The deal will see the UK firm bring on board 400 clients and £200m in funds under management
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Brits unaware of who will benefit from their retirement policy
Most believe that a will is sufficient, but pensions are not part of a person’s estate