Chartered Financial Planning firm Fairstone Group has acquired Hase Osborne Asset Management.

The deal was completed within Fairstone’s downstream buy put programme and brings total revenue of £2.1m to the Group with funds under management of approximately £250m.

Hase Osborne is based in Wendover, Buckinghamshire, and is a Chartered financial planning firm with 14 staff providing specialist pensions, investment and tax planning advice to 650 clients.

 

Firm Principal at Hase Osborne John Osborne said: “The acquisition by Fairstone allows us to continue to provide our clients with high quality independent financial advice with the support of a strong infrastructure so that we can fully focus on our clients and ensure they get the best possible investment options. We look forward to accessing Fairstone’s expertise to grow the business for the long-term benefit of clients and staff.”

CEO of Fairstone Group Lee Hartley (above) added: “Having worked with Hase Osborne through our proprietary DBO programme, we are very pleased to complete the final acquisition. This marks another significant step in our growth strategy and highlights our commitment to those firms which join our flexible buy out scheme. A number of businesses have joined us this year and the common factor is that clients are never commoditised and their interests are protected.

“We look forward to helping John and the team grow their business through the scale and support we can bring and with Fairstone’s whole-of-market proposition and the ability to manage client portfolios through our low-cost discretionary service we believe we can offer proven and unrivalled opportunities to our new partners.”

 

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