Fairstone Group Overview
- Year Founded
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2008
- Status
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Private
- Employees
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1,200
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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10
- Investments
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78
Fairstone Group General Information
Description
Provider of financial advisory and wealth management services intended to redefine the financial planning market. The company engages in advisory services by combining market knowledge, specialist expertise and modern technology, enabling clients to achieve quality outcomes cost-effectively.
Contact Information
Website
www.fairstonegroup.co.ukCorporate Office
- 8 Camberwell Way
- Doxford International, Business Park
- Sunderland SR3 3XN
- England, United Kingdom
Corporate Office
- 8 Camberwell Way
- Doxford International, Business Park
- Sunderland SR3 3XN
- England, United Kingdom
Fairstone Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Fairstone Group Comparisons
Industry
Financing
Details
Fairstone Group Competitors (6)
One of Fairstone Group’s 6 competitors is Evelyn Partners, a Private Equity-Backed company based in London, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Evelyn Partners | Private Equity-Backed | London, United Kingdom | ||||
| Ludlow Wealth Management Group | Formerly PE-Backed | Southport, United Kingdom | ||||
| Chartered Wealth Management | Private Equity-Backed | Manchester, United Kingdom | ||||
| Saranac Partners | Private Equity-Backed | London, United Kingdom | ||||
| Oakham Wealth Management | Corporation | London, United Kingdom |
Fairstone Group Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Fairstone Group Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Fairstone Group Investments & Acquisitions (78)
Fairstone Group’s most recent deal was a Buyout/LBO with Imagine Financial Planning. The deal was made on 27-Jan-2025.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Imagine Financial Planning | 27-Jan-2025 | Buyout/LBO | Consulting Services (B2B) | ||
| Forbes Lawson Wealth Management | 21-Oct-2024 | Buyout/LBO | Asset Management | ||
| Executive Wealth Management (Swindon) | 21-Aug-2024 | Buyout/LBO | Asset Management | ||
| Next Home | 21-Dec-2023 | Buyout/LBO | Real Estate Services (B2C) | ||
| Allen Tomas & Co Financial Management | 10-Nov-2023 | Buyout/LBO | Asset Management |
Fairstone Group Exits (5)
Fairstone Group’s most recent exit was on 17-Dec-2019 from Chilli Financial. The exit was categorized as with 4 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Chilli Financial | 17-Dec-2019 | Completed |
|
||
| Campbell Harrison | 21-Mar-2017 | Completed |
|
||
| Fergus MacKenzie | 01-Jan-2014 | Completed |
|
||
| Group Rapport | 05-Mar-2013 | Completed |
|
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| Spence & Spence | 01-Jan-2012 | Corporate | Completed |
Fairstone Group Affiliates
Subsidiaries (16)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| UskVale Financial Planning | Torfaen, United Kingdom | 2016 | |
| Chiltern House | Bracknell, United Kingdom | 2014 | |
| Hammett & Petch Financial Planning | Dunstable, United Kingdom | 2012 | |
| Executive Wealth Management (Swindon) | Swindon, United Kingdom | 2010 | |
| Chartermarque | Glasgow, United Kingdom | 2007 |
Fairstone Group FAQs
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When was Fairstone Group founded?
Fairstone Group was founded in 2008.
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Where is Fairstone Group headquartered?
Fairstone Group is headquartered in Sunderland, United Kingdom.
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What is the size of Fairstone Group?
Fairstone Group has 1,200 total employees.
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What industry is Fairstone Group in?
Fairstone Group’s primary industry is Other Financial Services.
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Is Fairstone Group a private or public company?
Fairstone Group is a Private company.
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What is Fairstone Group’s current revenue?
The current revenue for Fairstone Group is .
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How much funding has Fairstone Group raised over time?
Fairstone Group has raised $3.26M.
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Who are Fairstone Group’s investors?
TA Associates Management, Alcentra, and Synova Capital have invested in Fairstone Group.
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Who are Fairstone Group’s competitors?
Evelyn Partners, Ludlow Wealth Management Group, Chartered Wealth Management, Saranac Partners, and Oakham Wealth Management are some of the 6 competitors of Fairstone Group.
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