Fairstone Group

Fairstone offers trusted and transparent wealth management services to clients and a standout acquisition proposition to IFA businesses.

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One of Britain's largest chartered financial-planning firms, Fairstone Group has been expanding its team and, in the past 18 months, has recruited more than 60 staff. It has also enlarged its apprenticeship scheme.

The company, which has its headquarters in Boldon, Tyne and Wear, offers independent financial advice, investment-management and estate-planning services. Staff are part of one of the most forward-thinking financial services organisations, while retaining ownership of client relationships and the direction of their company. The group oversees £13bn in funds under management on behalf of 40,000 wealth clients, and has more than 380 regulated advisers and 295 operational staff.

Fairstone has a culture centred around respect, equality and collaboration, which, along with its suite of employee benefits that include an enhanced pension scheme, a generous holiday package, a ride-to-work scheme and a day off for birthdays, demonstrates the company's commitment to ensuring the welfare of employees.

This approach has led to a 96% adviser retention, 100% principal retention and 98% client retention. Staff choose to stay, principals are retained and clients remain with the company, which it sees as an endorsement of its culture and values.

A flexible approach to working allows staff to amend their working hours to enhance their work-life balance. There are 61 working patterns across the group, designed to maintain employee wellbeing. The company also offers subsidised gym membership and has an employee-assistance programme that is available to staff round the clock.

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Fairstone Group

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Personal Growth

64% of staff agreed

This job is good for my own personal growth

Fairstone has developed relationships with local universities to attract their rising stars to its graduate scheme. It brings graduates in on a competitive salary and supports them, financially and mentally, to complete industry exams. The programme is also available to staff who want to gain formal qualifications in financial advice.

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Giving Something Back

45% of staff agreed

This organisation has a strong social conscience

Over the past two years, Fairstone has donated to Age UK and Centrepoint, which helps homeless people. The company encourages payroll giving and corporate events have supported both charities. Staff joined a sleep-out and they are encouraged to take a paid day off to volunteer.

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My Company

89% of staff agreed

I believe I can make a valuable contribution to the success of this organisation

Fairstone’s culture is propagated most successfully when people come together, so events are designed to make that happen. They include conferences, awards ceremonies, professional development sessions, regular touch points with chief executive Lee Hartley and “fireside chats” with directors.

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Personal Growth

64% of staff agreed

This job is good for my own personal growth

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Personal Growth

Best Practice

Giving Something Back

45% of staff agreed

This organisation has a strong social conscience

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Giving Something Back

Best Practice

Personal Growth

64% of staff agreed

This job is good for my own personal growth

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Personal Growth

Best Practice

Organisation established in

2008

Total number of UK employees

Number of UK locations

Employee average age

54% : 46%

Male : Female employee ratio

40%

Employees earning £35k+

Employee turnover (voluntary)

Featured Quote

We recruit to retain, continually investing in personal development and internal progression; everyone in the business is supported to reach new heights in terms of skills and qualifications through the Fairstone Academy.People work best when they feel valued, and our suite of employee benefits and strong family ethos demonstrate our commitment to ensuring the welfare of our employees.Collectively this creates a culture centred around respect, equality and collaboration empowering all colleagues to make best use of their skillsets.

Lee Hartley, Chief Executive Officer

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