Hase Osborne Asset Management has joined the Fairstone Group and after a period of integration, is likely to be acquired by the Group.
Fairstone Group is one of the largest chartered financial planning firms in the UK. This latest deal delivers total revenue of £1.5m to the Fairstone Group and funds under management of approximately £165m.
Based in Wendover, Buckinghamshire, Hase Osborne provides wealth management and holistic financial planning solutions for high net worth individuals. The firm has over 500 clients.
Firm Principle at Hase Osborne John Osborne said: “As the world of financial planning and wealth management becomes more complex we felt it was important for us to join a larger group in order to provide our clients with access to greater resources to meet future challenges. We are delighted that Hase Osborne has joined the Fairstone Group. Over the years, we have developed a strong service and investment proposition for our clients and we believe Fairstone’s ethos and philosophy is complimentary to this approach.”
CEO of Fairstone Group Lee Hartley (pictured above) said: “We believe Hase Osborne is an ideal fit for Fairstone both culturally and in its approach to client service from qualified independent financial planners who are dedicated to providing the highest possible standards of client care and advice. We continue to actively seek companies to join the Fairstone Group, and it is encouraging to see quality advisory businesses approaching us to be a part of our growing national brand.”