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Trusted by
Acquiring Company
Fairstone
Acquired Company
Foundation Financial Planning
SunderlandEnglandFinancial ServicesFinanceFintechLendingBankingFinancial ServicesFinanceLendingBankingDescription
Fairstone has acquired Foundation Financial Planning, adding £170m in assets under management. This acquisition strengthens Fairstone's presence in the South East and enhances services for clients. The partnership began under Fairstone's DBO programme, leading to a full acquisition. Foundation Financial Planning continues to focus on client service and business growth.
Fundz sees it the moment Fairstone makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Foundation Financial Planning?
Foundation Financial Planning was acquired by Fairstone, based in Sunderland. The deal was reported on October 7, 2026. Fairstone is a company that provides financial and wealth management services. Fairstone is privately held and operates in Financial Services.
When did Fairstone acquire Foundation Financial Planning?
Fairstone's acquisition of Foundation Financial Planning was reported on October 7, 2026. Fairstone has acquired Foundation Financial Planning, adding £170m in assets under management. This acquisition strengthens Fairstone's presence in the South East and enhances services for clients. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Foundation Financial Planning do?
Foundation Financial Planning offers comprehensive financial planning services, including investment management, pension, mortgage, tax, and estate planning. Founded in 1998, the company serves over 400 clients in the south of England. It is privately held, operating in Financial Services, and is based in England.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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