“When we were considering partnering with Fairstone, it is fair to say that the thought of the due diligence process was quite daunting. The reality could not have been further from the truth and that is down to the hard work of Frances. She put in place a comprehensive plan to ensure all strands of the due diligence were pulled together in an efficient manner, she also ensured that we had access to the relevant department heads.
Having completed the due diligence process, she then guided us through the legalities of becoming a Partner Firm, dealing with any points raised in a professional and pragmatic way. She also provided hands on assistance with the regulatory process of de-authorising the existing firm and the FCA application process for the advisers to move to Fairstone and as with the due diligence she made what is a complicated process very straightforward.
I could go on but will summarise by saying that Frances is an extremely professional, conscientious and friendly member of the Fairstone team and is a credit to the organisation.”
Neil Emburey | CUBE Financial Planning
“As a firm we spent over 3 years doing our own due diligence when selecting our future partners for out exit from the industry. Our overwhelming requirement was the future welfare of our loyal client base being well looked after as and when we eventually retired.
The stand out features that helped us decide that Fairstone was right for us, was the organisation, and it’s people. Fairstone have this uncanny habit of putting the right people in the right departments and work together without getting in each others way – we found this a unique feature when conducting our research.
To have a dedicated integration team is a fabulous idea and there were many individuals who were extremely helpful, but we were particularly well looked after by Frances Abbott. No task or request was too tedious, and her attention to detail and dedication to the task kept us feeling confident we had made the right decision. Frances helped us in so many ways to get started and she is a real asset to the Fairstone organisation”
Simon Knighton | Sterling Asset Management
“After meeting Fairstone we felt that their client focused approach matched our own ethos and their DBO Agreement was the best option for us to take our business forward. We found the experience and expertise of the acquisitions team, led by Frances Abbott, to be invaluable. Frances and her team were always on hand to help guide us through the process and ensure a smooth transition for clients and staff.”
Haydn Gibson | ASM Financial Planning
