Fairstone Ireland continues growth with another strategic partnership with BRM Financial services, a leading provider of financial advisory firm based in Dublin. This marks Fairstone’s second strategic partnership for 2025, eighth overall, and reinforces its position as a leading provider of financial planning services in Ireland.
Following closely on the heels of its partnership with Financial Architects in January 2025, this latest milestone further strengthens Fairstone’s reputation as a dynamic and influential presence in the financial planning & wealth management industry. BRM Financial services has built a strong reputation for excellence, offering tailored financial planning and mortgage services. Through this partnership, Fairstone and BRM will enhance their ability to provide innovative financial solutions to individuals and businesses, ensuring continued growth and value for clients.
Paul Merriman, CEO of Fairstone Ireland, said “We are delighted to welcome Tom, Cathal and the team at BRM Financial Services to the Fairstone family. This partnership represents a pivotal step in our journey to become Ireland’s premier financial planning firm. Expanding into North Dublin enables us to serve even more clients with exceptional financial planning solutions while solidifying our presence in key areas across the country.”
This partnership builds upon the momentum of a highly successful 2024, during which Fairstone partnered with Three brokers, firmly establishing its position as a pioneer in the Irish financial services landscape. With this latest development, Fairstone’s total Assets Under Management (AUM) now exceeds €1.8 billion—a significant milestone in its growth trajectory.
Commenting on the partnership Tom Kennedy said“Joining Fairstone is an exciting opportunity for our team and clients. Our mission and purpose are to help individuals, and their families take a wide view of their financial values and goals to help them create the life they want and put their money to work for them. With Fairstone’s extensive resources and expertise, we can enhance our bespoke financial planning offerings and deliver even greater value to the clients we serve.”
Anthony O’Driscoll, Head of Mergers & Acquisitions at Fairstone Ireland, emphasised the strategic significance of the acquisition “The growth-focused mindset and the team aligns perfectly with Fairstone’s model of providing support and investment to our Partner Firms to assist them in achieving their growth objectives. Our Downstream Buy Out (DBO) model allows the owners of financial advice firms, to leverage the benefits of a highly supportive partner to optimise their business performance and capture an enhanced valuation. We look forward to working with the entire team.”
This partnership further establishes Fairstone Ireland as a key influencer shaping the future of financial planning and wealth management in Ireland. With ambitious growth strategies and a steadfast commitment to its clients, Fairstone continues to set a benchmark for excellence in 2025 and beyond.
Dublin, Ireland – January 22nd, 2025
Fairstone Ireland has commenced the new year with a significant announcement: the partnership with Financial Architects, a prominent financial planning firm based in Meath. This marks Fairstone’s seventh strategic partnership and underscores its commitment as a leading provider of financial planning services in Ireland.
Following closely on the heels of its partnership with John F. Loughrey Financial Services, this latest milestone bolsters Fairstone’s reputation as a dynamic and influential presence in the financial planning & wealth management industry. Financial Architects has established itself as a trusted provider of personalised financial solutions, earning acclaim for its client-focused approach and tailored services. This alignment with Fairstone’s ethos of innovation and prioritising client needs makes the partnership seamless.
Paul Merriman, CEO of Fairstone Ireland, said:
“We are delighted to welcome Derek, Michelle and the team at Financial Architects to the Fairstone family. This partnership represents a pivotal step in our journey to become Ireland’s premier financial planning & wealth management firm. Expanding into Meath enables us to serve even more clients with exceptional financial planning solutions, while solidifying our presence in key regions across the country.”
This partnership builds upon the momentum of a highly successful 2024, during which Fairstone partnered with six brokers, firmly establishing its position as a pioneer in the Irish financial services landscape. With this latest development, Fairstone’s total Assets Under Management (AUM) now exceeds €1.6 billion—a significant milestone in its growth trajectory.
Derek Maguire, Managing Director of Financial Architects, added:
“Joining Fairstone is an exciting opportunity for our team and clients. With Fairstone’s extensive resources and expertise, we can enhance our bespoke financial planning offerings and deliver even greater value to the clients we serve.”
Anthony O’Driscoll, Head of Mergers & Acquisitions at Fairstone Ireland, emphasized the strategic significance of the acquisition:
“Partnering with Financial Architects reinforces our presence in Meath and strengthens our position in the Irish market. As we expand, we are committed to addressing the evolving needs of clients in an increasingly complex financial landscape.”
This partnership further establishes Fairstone Ireland as a key influencer shaping the future of financial planning and wealth management in Ireland. With ambitious growth strategies and a steadfast commitment to its clients, Fairstone continues to set a benchmark for excellence in 2025 and beyond.
Fairstone Ireland is delighted to announce the acquisition of John F. Loughrey Financial Services, a highly respected financial planning firm based in Letterkenny. This marks Fairstone Ireland’s sixth strategic acquisition, further solidifying its position as one of Ireland’s premier wealth management firms. By expanding into Letterkenny and the Northwest region, this move underscores Fairstone’s commitment to serving communities with exceptional financial planning and wealth management services.
John F. Loughrey Financial Services brings over 40 years of industry excellence, having built a strong reputation for delivering personalised financial solutions with a steadfast customer-first ethos. This shared philosophy of prioritising customer needs makes the partnership an ideal fit, enhancing opportunities for both firms and the Donegal community.
Paul Merriman, CEO of Fairstone Ireland, said:
“We are delighted to welcome John, Lisa, and their team to the Fairstone family. Letterkenny and the broader Northwest region are critical to our growth strategy, and this acquisition strengthens our presence in this key area. Together, we will continue to deliver outstanding service while elevating the standard of wealth management for clients in the region.”
The acquisition comes as John F. Loughrey Financial Services celebrates its 40th anniversary, making the partnership particularly significant for the firm and its clients. Founder John Loughrey said:
“This is an exciting new chapter for our firm and the Letterkenny community we’ve proudly served for decades. Joining Fairstone means access to greater resources and expertise, ensuring our clients in Letterkenny and Donegal benefit from world-class financial solutions.”
Lisa Loughrey, Managing Director, also highlighted the benefits for the local area:
“As we celebrate 40 years in business, this partnership sets the stage for the future, allowing us to continue serving Letterkenny with even greater care, innovation, and excellence. Fairstone’s support ensures our clients remain at the forefront of financial planning services.”
Anthony O’Driscoll, Head of Mergers & Acquisitions at Fairstone Ireland, emphasized the importance of the move:
“The financial landscape is increasingly complex, and scale is key to delivering the best solutions. By partnering with John F. Loughrey Financial Services, we deepen our presence in Letterkenny, a vibrant and growing area, ensuring we can meet the evolving needs of clients here and across the Northwest.”
This acquisition represents a significant milestone in Fairstone Ireland’s growth, bringing its total Assets Under Management (AUM) to €1.5 billion. By integrating the trusted expertise of John F. Loughrey Financial Services, Fairstone reinforces its mission to transform financial planning through innovation, collaboration, and a relentless focus on client success.
For Donegal, this partnership signals a bright future, offering enhanced services, access to leading financial expertise, and a continued commitment to the community. Together, Fairstone Ireland and John F. Loughrey Financial Services are poised to shape the next chapter of wealth management excellence in the region.
Minister of State for Financial Services, Neale Richmond, joined Fairstone’s leadership to announce the creation of 100 jobs nationwide over the next two years, with active recruitment underway for a variety of roles across Ireland. This expansion follows Fairstone Ireland’s impressive 35% year-over-year revenue growth, now reaching €24.6 million, as the company solidifies its presence in the Irish market.
This surge in growth is powered by Fairstone Ireland’s strategy to expand its footprint nationwide, partnering with respected financial planning firms and enhancing client services across the country. Since 2023, Fairstone has joined forces with five leading financial planning firms, driving its mission to deliver comprehensive, customised financial solutions to a growing client base. With new expansions into key locations like Kerry, Galway, Kildare, and Kilkenny, Fairstone Ireland is strengthening its presence in local communities, ensuring accessible, high-quality financial services
Paul Merriman, CEO of Fairstone Ireland, credits the company’s rapid growth and the creation of 100 jobs nationwide over the next two years to strategic partnerships and an expanded presence across Ireland. “Our remarkable revenue growth demonstrates the success of our partnerships with trusted local brokerages and our capacity to scale services nationwide,” Merriman said. “With our entry into new locations and commitment to outstanding service, we’re set to reach a broader audience with customised, value-driven financial solutions.”
Central to Fairstone’s growth strategy is its unique Downstream Buy Out (DBO) model, which integrates culturally aligned advisory firms in phases, ensuring a smooth transition while fostering long-term value for shareholders, employee’s and most importantly clients.
Alongside revenue growth, Fairstone Ireland has seen its Assets Under Management (AUM) surpass €1.5 billion, a milestone that underscores its strengthening position in Ireland’s financial advice landscape. The DBO model continues to support seamless integration and improved client services, positioning Fairstone Ireland as a leader in wealth management.
Minister of State for Financial Services, Neale Richmond, said, “Fairstone Ireland’s expansion and job creation is a fantastic boost for the Irish financial services sector. This investment is a testament to the strength of our local talent and reaffirms Ireland as a destination of choice for innovative financial services. These roles, which are available nationwide, will allow our Financial Services sector to continue to grow, and crucially, will expand access to financial planning for people and businesses across the country .”
This momentum marks a pivotal chapter in Fairstone Ireland’s expansion journey, underscoring its commitment to collaboration, innovation, and client success. As Fairstone Ireland scales its market presence and consolidates its leadership position, it remains focused on delivering high-quality, value-driven financial services nationwide.
Please visit our careers page for further information.
The Finance Bill 2024 introduces several key taxation changes that will have significant impacts on personal finances, businesses, and retirement planning. In addition to changes in income tax and various reliefs, the bill outlines reforms related to Personal Retirement Savings Accounts (PRSA), Benefit in Kind (BIK), the Standard Fund Threshold (SFT), and Auto Enrolment—all of which are critical in shaping the financial future of employees and employers alike.
This article will address the effects of the most significant changes in the Finance Bill 2024, especially those related to retirement savings, tax reliefs, and how these updates will affect individuals and businesses in Ireland.
The Finance Bill 2024 has introduced crucial updates to the PRSA system, making it easier for employers to contribute to employees’ retirement savings while offering tax benefits. Under the new legislation, the maximum employer contribution to a PRSA is now capped at 100% of an individual’s salary in the year of payment.
For instance, if an employee or director has a salary of €50,000 in 2025, the maximum employer contribution to their PRSA would also be €50,000. This is a significant development as previously, employer contributions to PRSAs were more restrictive, and this change incentivises greater retirement savings for employees.
However, any contributions that exceed this 100% cap will be treated as a Benefit in Kind (BIK) for the individual. This means that any amount over the capped limit would be considered taxable income and subject to income tax. Employees and employers should carefully monitor contributions to avoid unintended tax liabilities. For businesses, the Finance Bill still allows them to claim a deduction against Corporation Tax for contributions to PRSAs up to 100% of an individual’s salary. However, the same deduction cannot be claimed for contributions beyond this threshold.
One of the most critical aspects of the Finance Bill 2024 is the clarification of BIK treatment concerning PRSAs. As mentioned, employer contributions beyond 100% of an individual’s salary are deemed BIK, adding a new layer of complexity for businesses managing employee benefits. This means therefore that organisations must monitor PRSA contributions to avoid unintentionally exposing their employees to additional income tax liability.
For employees, this treatment of BIK can result in larger liabilities being incurred for income tax bills where their employer has made excessive contributions to their retirement savings. This shift emphasises the importance of payroll and financial management, as contributions will need to be carefully controlled to stay within the tax-free limits.
The Standard Fund Threshold (SFT), which is the lifetime limit on the amount of tax-relieved pension savings an individual can accumulate, has also been addressed in the Finance Bill 2024. As developments in pension saving environments progress, the finance bill makes adjustments to how funds that exceed the SFT are treated.
Previously, pension savings over the SFT were subject to tax penalties, which limited the amount individuals could save through tax-advantaged pension schemes. The Finance Bill has brought much-anticipated clarity to this area, with changes expected to simplify retirement planning while ensuring that pension contributions are effectively capped. The exact threshold changes are still pending, but the bill makes it clear that the government intends to ensure that the retirement saving benefits remain appealing without overburdening the public purse.
Another key element introduced in the Finance Bill 2024 is the Auto Enrolment Retirement Savings Scheme, seeking to increase the number of workers who save towards retirement. Auto-enrolment is a significant change, especially for those who may not currently be saving enough for their retirement. It ensures that employees are automatically enrolled in a pension scheme, with contributions coming from both employees and employers.
The bill defines how the taxation of such schemes and their administration will be carried out. In particular, employee benefits including employer contributions and the state’s top-up payments will be relieved from taxation which is a critical feature of the scheme. This means that while employees contribute to their retirement savings, they benefit from both employer contributions and a government top-up without having to worry about tax deductions on those amounts.
The growth within these retirement savings will be tax-exempt, although withdrawals upon retirement will be taxed, except for the 25% tax-free lump sum that many pension schemes in Ireland already provide.
Auto-enrolment is designed to tackle Ireland’s pension gap, ensuring that more people are financially secure in retirement. The scheme will especially benefit lower and middle-income workers, who often do not have access to employer-provided pensions.
For employers, the scheme introduces new obligations. Under the new system, companies will be obligated to make pension contributions on behalf of their employees, potentially increasing their financial and administrative responsibilities. However, the tax relief available on employer contributions provides a silver lining, allowing businesses to claim deductions that reduce their tax burden.
Additionally, as auto-enrolment is phased in, there will be a period of adjustment for employers to ensure compliance with the new regulations. This shift towards greater pension participation will require payroll systems to adapt to these changes, ensuring that both employer and employee contributions are correctly processed and managed.
Read more about The Implications of Auto Enrolment for Business Owners in the following link.
Beyond changes to retirement savings, the Finance Bill 2024 introduces a host of other tax measures designed to support individuals and businesses. Notably, the bill includes a personal income tax package worth an estimated €1.6 billion for 2025. Key elements include increases to the main personal tax credits and an adjustment to the standard rate income tax band.
These changes are intended to ease the plight of employees by enhancing disposable income, especially in the face of higher costs of living. The bill also adjusts the Universal Social Charge (USC), raising the 2% rate band ceiling and reducing the 4% USC rate to 3%, further easing the tax burden on those on medium earnings.
The Small Benefits Exemption has been a popular way for employers to reward employees with tax-free vouchers or gifts. Under the Finance Bill 2024, this exemption has been expanded. Effective 1 January 2025, employers will be allowed to offer up to five tax-free incentives per year (up from two), and the total annual value that can be given tax-free will increase from €1,000 to €1,500.
This change makes it possible for businesses to pay and motivate employees in different ways as providing non-cash benefits that are free from BIK taxation becomes easier.
The Finance Bill 2024 introduces several important changes impacting both businesses and employees, including updates to Benefit in Kind (BIK) related to PRSAs, adjustments to the Standard Fund Threshold (SFT), and the introduction of auto-enrolment for retirement savings. These changes reshape the landscape of taxation and employment benefits, requiring businesses to stay informed and adapt to comply with new rules.
As for the employees, the bill enlarges the tax reliefs and improves the Small Benefit Exemption, while employers now can have some deductions on PRSA contributions and offer more non-cash flexible benefits. These changes bring opportunities but also challenges.
Fairstone’s expert financial advisors are equipped to help you understand and navigate these updates. Whether it’s ensuring compliance with PRSA contribution limits, managing BIK implications, or leveraging auto enrolment benefits, Fairstone can guide you through the evolving financial landscape.
Staying informed and receiving professional advice will be key to effectively managing these changes. Fairstone is ready to assist both businesses and individuals in adapting to the new regulations and maximising the available benefits. Book today your no-obligation financial planning consultation with Fairstone.
Source:
Related articles:
Budget 2025: Key announcements and Implications for Ireland
My Future Fund: What to Know About Auto-Enrolment Pension in Ireland
Ireland’s Budget 2025 was unveiled on 1st October 2024, with an overall package of €10.5 billion. The measures provided in the budget are a mixture of expenditure measures, tax policies as well as one –off provisions meant for addressing particular issues namely cost of living, housing and the costs of energy. Some of these changes will take immediate effect, while others will be implemented gradually over the course of the year 2025. Below are some of the Budget 2025 key announcements and how they will affect you.
One of Budget 2025 key announcements was Social Welfare and key highlights include a series of once-off payments and increases to weekly social welfare rates.
Other Budget 2025 key announcements include significant tax reforms, which play a crucial role in reducing the financial burden on both workers and businesses.
Budget 2025 also increases the Capital Acquisition Tax (CAT) group thresholds, with Group A rising from €335,000 to €400,000, benefiting those inheriting property and other assets.
The Mortgage Interest Tax Credit will continue for 2024, providing a 20% relief on the increased interest homeowners pay on mortgages compared to 2022, capped at €1,250.
While Budget 2025 introduces a range of significant changes across social welfare, taxation, housing, and more, it’s crucial to understand how these measures will impact your personal financial situation. Navigating these updates can be complex, and seeking professional advice can help you make informed decisions. At Fairstone, we provide expert financial advice tailored to your needs, ensuring that you are well-prepared to take full advantage of the opportunities presented in the latest budget. Whether you’re planning for the future or managing your current finances, we’re here to guide you every step of the way. Book today your no-obligation financial planning consultation with Fairstone.
Source: Gov.ie
Related articles:
Inheritance Tax Threshold in Ireland: A Key Issue in 2025’s Budget
Finance Bill 2024: Changes in PRSA, BIK, SFT, and Auto Enrolment
Fairstone Ireland, a leader in financial planning & wealth management, celebrates a significant milestone with the establishment of its fifth strategic partnership in Ireland with Killeen Financial Services Ltd trading as Cleere Life & Pensions. This achievement not only highlights Fairstone Ireland’s relentless pursuit of innovative financial solutions but also marks a significant leap forward in its growth trajectory as Fairstone Ireland surpasses €1 Billion of assets under management (AUM) since entering the market in 2022.
Under the leadership of CEO Paul Merriman, Fairstone Ireland now have four additional Financial Brokerages into their Irish operation, Carey Financial, Murray & Spelman Financial Services, Premier Financial as well as Cleere Life & Pensions.
Paul Merriman, CEO of Fairstone Ireland, commented “Our partnership with Cleere Life & Pensions not only exemplifies our commitment to become the leading wealth management firm in Ireland but also accelerates our growth momentum. Together, we aim to enhance our capabilities, foster mutual growth, and set a new benchmark of partnership excellence in wealth management, building stronger relationships with Financial Brokerages across Ireland. We eagerly anticipate collaborating with Gearoid and the entire team at Cleere Life & Pensions.”
Cleere Life & Pensions, a reputable financial planning firm headquartered in Kilkenny since 2015, is renowned for its client-centric approach and comprehensive range of financial services. The partnership with Fairstone opens up exciting prospects for Cleere Life & Pensions and their clients, to utilise Fairstone’s vast resources, expertise, and cutting-edge solutions.
Gearoid Cleere, Managing Director of Cleere Life & Pensions expressed excitement about the partnership: “Our partnership with Fairstone Ireland marks an exciting new chapter for Cleere Life & Pensions. Fairstone’s innovative model ensures that we can uphold our commitment to delivering top-tier financial services whilst leveraging Fairstone’s scale and expertise. This strategic move positions us for sustained growth and innovation in the dynamic financial landscape.”
Anthony O’Driscoll, Head of Mergers & Acquisitions at Fairstone Ireland added “We are very excited to partner with Cleere Life & Pensions via our unique Downstream Buy Out (DBO) model which allows the owners of ambitious financial advisory and wealth management firms to secure a liquidity event for themselves, whilst continuing to grow their business and benefit from the resulting upside”.
Fairstone remains dedicated to offering high-quality financial advice and exceptional service, perfectly aligning with Cleere Life & Pensions ethos. The partnership reaffirms Fairstone Ireland’s commitment to revolutionising the financial services sector and serves as a beacon of a new era of partnerships, emphasising teamwork, innovation, and a shared focus on client success. Fairstone Ireland are actively seeking to partner with other growing firms.
Fairstone Ireland, a leading player in the wealth management domain, proudly announces its fourth strategic partnership in Ireland with Galway & Kildare-based broker Murray & Spelman Financial Services. This acquisition highlights the acceleration of Fairstone Ireland’s partnership model which is changing the face of the financial planning industry in Ireland.
Continuing to set high standards for the financial services industry under the leadership of CEO Paul Merriman, Fairstone Ireland’s partnership with Murray & Spelman Financial Services highlights its dedication to establishing a new standard of excellence in wealth management through strategic partnerships.
Paul Merriman, CEO of Fairstone Ireland, remarked, “Fairstone remains resolute in its mission to challenge conventional norms. Our strategic partnership with Murray & Spelman Financial Services not only underscores this commitment but also catapults our momentum towards achieving market leading position. Together, we aspire to bolster our capabilities, ignite growth, and set a precedent for collaborative excellence in wealth management, fostering deeper partnerships with brokers across Ireland. We eagerly anticipate collaborating with Joe McKeogh, Andriu Mac Lochlainn and the extended team.”
Murray & Spelman Financial Services, a distinguished financial planning firm with offices in Galway & Kildare, has garnered acclaim for its long standing client-centric approach. This synergistic partnership with Fairstone opens new horizons for Murray & Spelman and its clients, granting access to Fairstone’s vast resources, expertise, and innovative solutions.
Joe McKeogh, Director of Murray & Spelman Financial Services expressed his excitement with the partnership: “This alliance with Fairstone marks a thrilling chapter for Murray & Spelman. Fairstone’s innovative partnership model ensures that we can uphold our commitment to delivering top-tier financial services while leveraging Fairstone’s scale and expertise. This strategic manoeuvre positions us for sustained growth and innovation in the dynamic financial landscape.”
This partnership epitomises Fairstone Ireland’s drive to revolutionise the financial services sector and serves as a beacon of a new era of partnerships, emphasising teamwork, ingenuity, and a shared dedication to empowering clients towards success.
Fairstone Ireland, an industry trailblazer in wealth management, proudly announces its third strategic partnership in Ireland, with Premier Financial. This partnership signifies a groundbreaking acquisition model, ushering in a new era of financial services characterised by mutual growth and synergy. Fairstone Ireland partnership represents a significant milestone for both firms, highlighting Fairstone Ireland’s commitment to progressive, client-centric financial solutions.
Under the leadership of CEO Paul Merriman, Fairstone Ireland continues to redefine industry norms. The partnership with Premier Financial underscores Fairstone’s dedication to innovative strategic partnerships, setting a new standard for excellence in the wealth management sector.
Paul Merriman, CEO of Fairstone Ireland, emphasised, “Fairstone remains steadfast in its dedication to challenging traditional norms. Our strategic partnership with Premier Financial not only reflects this commitment but also propels the momentum in our growth initiatives. Together, we aim to enhance our capabilities, stimulate growth, and set a new standard for collaborative excellence in wealth management, fostering stronger partnerships with brokers across Ireland. We look forward to working with Denis, Mark, Philip and the extended team’.
Premier Financial, a distinguished financial planning firm headquartered in Tralee Co. Kerry, has garnered acclaim for its client-focused approach and comprehensive financial services. This collaboration with Fairstone opens up new avenues for Premier Financial and its clients, providing access to Fairstone’s extensive resources, expertise, and innovative solutions.
Denis Murphy of Premier Financial, expressed enthusiasm about the partnership:
“This collaboration with Fairstone marks an exciting chapter for Premier Financial. Fairstone’s innovative partnership model ensures that we can maintain our commitment to delivering top-notch financial services while benefiting from Fairstone’s scale and expertise. This strategic move positions us for sustained growth and innovation in the evolving financial landscape.”
The partnership model emphasises collaboration, leveraging the strengths and values of each organisation. Fairstone remains committed to providing independent, high-quality financial advice and excellent service, aligning seamlessly with Premier Financial’s ethos. This partnership underscores Fairstone Ireland’s dedication to transforming the financial services sector and serves as an exemplar of a new era of partnerships, emphasising teamwork, creativity, and a shared commitment to helping clients succeed.
Fairstone Ireland, a forward-thinking leader in the wealth management industry, proudly announces a strategic partnership with Carey Financial Planning, signalling a new era in financial services through a groundbreaking acquisition model. This innovative approach focuses on mutual growth and synergies, marking a significant milestone for both firms.
Under the leadership of CEO Paul Merriman, Fairstone Ireland continues to redefine industry norms. The partnership with Carey Financial reflects Fairstone’s commitment to progressive, client-centric financial solutions and represents a novel approach to strategic partnership.
Paul Merriman, CEO of Fairstone Ireland, “Fairstone is committed to pushing the boundaries of conventional practices, and our strategic partnership with Carey Financial Planning is a testament to this dedication. By joining forces, we aim to elevate our capabilities, foster growth, and set a new standard for broker partnerships in the wealth management sector. I would like to welcome Conor and his team to the Fairstone Ireland family”
Carey Financial Planning, a distinguished financial planning firm based in Headford, Co. Galway, has earned acclaim for its client-focused approach and comprehensive range of financial services. The partnership with Fairstone opens up new opportunities for Carey Financial Planning and its clients, offering access to Fairstone’s extensive resources, expertise, and innovative solutions.
Conor Carey, Managing Director of Carey Financial, expressed excitement about the partnership: “This partnership with Fairstone Ireland marks an exciting chapter for Carey Financial Planning. Fairstone’s innovative partnership model ensures that we can uphold our commitment to delivering top-notch financial services to our clients while benefiting from Fairstone’s scale and expertise, allowing our team to spend more time on client facing activities. This strategic move positions us for sustained growth and innovation in the evolving financial landscape, we look forward to working closely with Paul and his growing team at Fairstone Ireland into the future.”
The partnership model focuses on working together and combining each firm’s strengths and values. Fairstone is committed to giving good financial advice independently, and offering excellent service, which matches well with Carey Financial’s ethos. This partnership shows Fairstone Ireland’s commitment to changing the financial services sector. The partnership between Fairstone and Carey Financial is a good example of a new kind of partnership, stressing teamwork, creativity, and a joint dedication to helping clients succeed.
