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Fairstone adds new firm to its DBO programme

Fairstone, one of the UK’s largest Chartered Financial Planning firms, today announces that it has signed up Belfast-based ASM Financial Planning Limited to its unique downstream buy out (DBO) programme.

The deal brings more than 3,000 clients, seven advisers and a team of nine support staff to the wider business as well as gross fee income of £1.5 million and Funds Under Management of circa £250m.

Based in Belfast, ASM Financial Planning provides pension, protection and investment advice to high net worth individuals as well as local and international businesses based in Northern Ireland.

Fairstone is a full-service wealth management house delivering integration-led growth and its unique downstream buy out approach ensures that companies are fully-integrated with Fairstone prior to final acquisition, ensuring a seamless transition for clients and staff. Significantly, many companies which have successfully reached full acquisition have enjoyed increased organic growth and a higher valuation than expected on purchase.

Commenting on the deal, Haydn Gibson, Managing Director of ASM Financial Planning, said: “We are enthusiastic about our link up with Fairstone.

“As one of the largest Chartered IFA firms in the UK, we believe that this will enhance our ability to offer a competitive and professional service to our extensive Northern Ireland client base. The arrangement with Fairstone provides us with economies of scale that will enable us to focus on relationships and to provide quality advice to our clients.”

Fairstone CEO Lee Hartley added: “We are delighted to bring another quality business into our downstream buy out programme. When we select businesses to work with, client interests always come first. We partner with those companies who share our determination that clients should never be treated as a commodity.

“ASM will now be able to take advantage of Fairstone’s support and infrastructure to grow the business without compromising on client service or independence.

“Our DBO programme continues to be a core driver of growth for the business, reversing the traditional buy and build approach. Integration plays a key role in a firm joining the programme and the DBO proposition ensures all firms benefit from industry leading infrastructure to help grow their businesses.”ASMFP_Fairstone_Group_2.jpg

ASM Financial Planning Charity Fundraising 2019

ASM Financial Planning Limited is very proud to have raised £3,500 for Cancer Focus NI as part of our Corporate Social Responsibility Programme. This money was raised by taking part in the Mourne 7 Summit Challenge and holding a series of lunchtime 'Come Dine With Me' events. We just want to say a massive thank you to everyone who supported us before, during and after the challenge!

 

#cancerfocusNI #givingsomethingback

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On Saturday 22nd June a team of 5 employees from ASM Financial Planning successfully completed the Cancer Focus Mourne Seven Summit Challenge.  Registration was from 05.45 and we started the challenge at 07.15.  The first 5 mountains took about 5 hours to complete and we thought we were on target to finish the challenge within our target time of 10 hours however, the last 2 mountains and the long walk to the finish took a further 5 hours and thirty minutes to complete. 

The weather was initially misty but by late morning cleared to reveal the wonder of the Mourne Mountains.  The scenery was as stunning as the terrain was tough.  We made the check point well within the 15.00 cut off time.  Cancer Focus had set up a refuelling station at the check point on the bridge across Spelga dam and we stocked up on more sugar and water before heading off for the last two mountains.  We completed the last ascent of Slieve Lamagan at 15.20 and headed off for the finish managing to cross the line at 17.55.   (There ar some photos in the link below.)

Approximately 450 undertook the fund raising challenge for Cancer Focus, with only approximately half of this actually completing the full distance of 35km. 

We wanted to raise funds for Cancer Focus to help fund research for Breast Cancer and we were all pleased that  not only finished the challenge but that, with your generous support, we are on target to raise £3,000 for Cancer Focus. 

With over 12,000 cancer diagnoses being made in Northern Ireland each year we hope the funds raised from this event can help fund research to develop tests for, treatment of and prevention of breast cancer.

On behalf of the firm and the members of the Seven Summits team we would like to thank everyone again for their generous donations, kind messages of support and interest in this challenge.  We definitely couldn’t have done this without you!
Jessica Craig and Katie McCallam
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There is still time if you would like to donate to assist with the funding cost for Queens to continue their research please use this link -

 https://www.justgiving.com/fundraising/asm-financialplanning

E Cards

Third Year Anniversary of your Auto Enrolment Staging Date - Re-enrolment

The final increment in employer and employee minimum pension contributions came into effect on 1st April 2019 and whilst it is important that this increase has been implemented there are other ongoing responsibilities to be met.

Auto-enrolment was introduced back in October 2012 with the largest companies having to implement the legislation first.  This means that for many smaller companies the legislation only came into effect from late 2015.

Click on the link below for more information.

Auto Enrolment Information



Business Eye Magazaine

Article By Luke Robinson, ASM Financial Planning

The current tax year ends on the 5th April 2019 and it is therefore an opportune time to make sure that your finances are in order and that you are making the most of available tax reliefs and allowances. There is a lot to think about and as such some opportunities to explore are included in the link below.

 

 

http://www.businesseye.co.uk/article/top-tips-end-tax-year/

 

 

                  

 

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Telephone. 028 90 996164
Email. enquiryasmfinancialplanning.com