Fairstone Group Overview
- Year Founded
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2008
- Status
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Private
- Employees
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1,450
- Latest Deal Type
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PE Growth
- Financing Rounds
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11
- Investments
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90
Fairstone Group General Information
Description
Provider of a full-service wealth management and financial planning platform intended to redefine the United Kingdom financial planning market. The company's platform offers independent financial advice, investment management, retirement planning, and estate planning, providing clients with holistic financial services to grow, plan, and protect their future.
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 Ludlow Wealth Management Group, a Formerly PE-Backed company based in Southport, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Ludlow Wealth Management Group | Formerly PE-Backed | Southport, United Kingdom | ||||
| Evelyn Partners | Formerly PE-Backed | London, United Kingdom | ||||
| Forrester-Hyde | Corporation | Southend-on-Sea, United Kingdom | ||||
| easyfinancial Services | Private Debt Financed | Mississauga, Canada | ||||
| 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 (90)
Fairstone Group’s most recent deal was a Buyout/LBO with Foundation Financial Planning. The deal was made on 07-Oct-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Foundation Financial Planning | 07-Oct-2026 | Buyout/LBO | Other Financial Services | ||
| Riverstone Wealth Management (Asset Management) | 16-Jul-2026 | Buyout/LBO | Asset Management | ||
| Grainger Financial Planning | 01-Jul-2026 | Buyout/LBO | Consulting Services (B2B) | ||
| Blackadders Wealth Management | 30-Jun-2026 | Buyout/LBO | Other Financial Services | ||
| Ferguson Hill Asset Management | 01-Apr-2026 | Buyout/LBO | Asset Management |
Fairstone Group Exits (7)
Fairstone Group’s most recent exit was on 01-Dec-2023 from Albyn Associates Financial Management. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Albyn Associates Financial Management | 01-Dec-2023 | Completed |
|
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| City Gate Aberdeen | 01-Jan-2023 | Completed |
|
||
| Chilli Financial | 17-Dec-2019 | Completed |
|
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| Campbell Harrison | 21-Mar-2017 | Completed |
|
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| Fergus MacKenzie | 01-Jan-2014 | Buyout/LBO | Completed |
|
Fairstone Group Affiliates
Subsidiaries (15)
| 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 | |
| Chartermarque | Glasgow, United Kingdom | 2007 | |
| Fairstone Ireland | Dublin, Ireland | 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 1,450 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, Synova Capital, and Plutus One Capital have invested in Fairstone Group.
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Who are Fairstone Group’s competitors?
Ludlow Wealth Management Group, Evelyn Partners, Forrester-Hyde, easyfinancial Services, and Oakham Wealth Management are some of the 6 competitors of Fairstone Group.
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