FAIRSTONE - Key Persons

Adrian Leslie

Job Titles:

Independent Financial Adviser

Ajay Naik

Job Titles:

Independent Financial Adviser

Alastair McQuiston

Job Titles:

Chartered Financial Planner

Alick Campbell

Job Titles:

National Projects Director

Alick has held directorships in Coats Viyella Plc and Dawson Plc during a 15 year career in international manufacturing where he managed their operations across South East Asia and the Pacific. He joined Fairstone in August 2008 after completing a one-month consultancy project. With an MBA from London Business School, together with extensive managerial experience in Asia, the UK and Europe, Alick has built successful businesses across the highly regulated medical and cosmetic fields, as well as others in the retail sector. In his career to date he has touched all aspects of large corporate organisations, from turnaround and rescue through to international expansion.

Alison Dixon

Job Titles:

Mortgage and Protection Adviser

Allister Kitchen

Job Titles:

Independent Financial Adviser

Andrew Bond

Job Titles:

Independent Financial Adviser

Andrew Cairns

Job Titles:

Independent Financial Adviser

Andrew McErlean

Job Titles:

Chartered Financial Planner

Andrew Whitehead

Job Titles:

Independent Financial Adviser

Andy Fell

Job Titles:

Chartered Financial Planner

Andy is Fellow of The Personal Finance Society and a Chartered Financial Planner He has spent the last 20 years working in the financial services sector, predominantly as a Senior Wealth Planning Manager in the private banking division of one of the UK's major banks. Andy specialises in providing pre and post retirement advice. This includes all forms of pension and investment advice as well as wealth preservation through intergenerational wealth planning. In addition, Andy has an in-depth knowledge of trusts and estate planning. Andy has retained many of his long standing clients over the years and now looks after the financial wellbeing of their children.

Andy Pickering

Job Titles:

Mortgage & Protection Adviser

Andy Poulter

Job Titles:

Mortgage & Protection Adviser

Andy Rastrick

Job Titles:

Chartered Financial Planner

Angela Marson

Job Titles:

Chartered Financial Planner

Angela has worked in Financial Services for over 30 years. She began her career working for Norwich Union in an administrative role, later running and managing a team of support staff in corporate pension administration. In 1996 she took her first advisory role, joining a Staffordshire based independent financial advice firm where she developed her expertise in complex pension planning, investments, estate planning and trust work. She continues to work with many of those original clients to this day. She is a Chartered Financial Planner as well as a Chartered Member of the Chartered Institute for Securities and Investment. She has created and delivered financial planning courses for the Chartered Insurance Institute, the Institute of Financial Services and the Institute of Financial Planning.

Barry Sime

Job Titles:

Independent Financial Adviser

Ben Wright

Job Titles:

Independent Financial Adviser

Bruce McPherson

Job Titles:

Independent Financial Adviser

Calum Cameron

Job Titles:

Independent Financial Adviser

Carl Wallis - Chief Compliance Officer

Job Titles:

Group Compliance Director

Carl has twenty years' experience working as a Compliance professional, specialising in FCA financial regulation as applied to intermediaries. Carl has a technical background in the provision of compliance guidance and support for financial advisers. Carl has extensive experience in working directly with the FCA and also implementing key regulatory initiatives within advice businesses. In addition to financial advice qualifications, Carl holds the Professional Postgraduate Diploma in Governance, Risk & Compliance, awarded by the International Compliance Association. Previously Compliance & Risk Director at Sesame Bankhall Group, Carl joined Fairstone in January 2023 and is responsible for leading Fairstone's compliance function.

Cassandra Marillier

Job Titles:

Protection Adviser

Chris Thompson

Job Titles:

Independent Financial Adviser

Christopher Brown

Job Titles:

Chartered Financial Planner

Clive Davies

Job Titles:

Independent Financial Adviser

Craig Dyball

Job Titles:

Independent Financial Adviser

Daniel Prior

Job Titles:

Independent Financial Adviser

Daniel Smith

Job Titles:

Independent Financial Adviser

Danielle Gregory

Job Titles:

Chartered Financial Planner

Darren Turnbull

Job Titles:

Chartered Financial Planner

Darron Whitehead

Job Titles:

Independent Financial Adviser

David Bolton

Job Titles:

Chartered Financial Planner

David Dowd

Job Titles:

Independent Financial Adviser

David French

Job Titles:

Independent Financial Adviser

David Halsall

Job Titles:

Independent Financial Adviser

David Hickey - Chairman

Job Titles:

Chairman

David Hickey is an experienced businessman having been involved in many roles for large and small organisations over 35 years.

David Mansell

Job Titles:

Independent Financial Adviser

David Stewart

Job Titles:

Chartered Financial Planner

Debbie Anderson

Job Titles:

Mortgage and Protection Adviser

Dennis Reed

Job Titles:

Group Development Director

Dennis entered retail financial services in 1988 with FPS Management and the French re-insurer, Groupe des Assurances Nationale (GAN) where he progressed from financial adviser status through to regional director within three years. Dennis was fundamental to delivering the successful AIM listing of Inter-Alliance which went on to deliver a market capitalisation of £225M at its peak. During his time with the business Dennis was involved in successfully integrating the sales forces from both Prudential and the US owned Lincoln Group as part of the business' merger and acquisition plan.

Ed Bevington

Job Titles:

Independent Financial Adviser

Elliot McCurley

Job Titles:

Independent Financial Adviser

Fraser McPhate

Job Titles:

Chartered Financial Planner

Fraser Thomson

Job Titles:

Independent Financial Adviser

Gavin Green

Job Titles:

Business Growth Director

Gavin joined Fairstone in its infancy in 2008 and has helped to shape the business' organic growth strategy. Throughout his 15 years with Fairstone he has been responsible for identifying acquisitive opportunities as well as driving organic growth within all acquired firms and supporting IFA practices to achieve their optimal sale value. Alongside this he leads on the development of key strategic relationships with multiple national partners including top tier universities to ensure the business attracts the brightest graduate talent.

George Poll

Job Titles:

Independent Financial Adviser

George Sacre

Job Titles:

Independent Financial Adviser

Graeme Nimmo

Job Titles:

Mortgage & Protection Adviser

Graham Cornforth

Job Titles:

Corporate Finance
Director

Graham is a Chartered Accountant and Corporate Finance Professional, with over 15 years' experience providing strategic advice on M&A deals to entrepreneurial business owners in the lower mid-market sector. Working with a number of high profile North East businesses as well as many SMEs across a range of business sectors has given Graham vast experience in M&A deal making, spending many years strategically advising shareholders of SMEs and corporates on growth or succession plans.

Greg Horton - CTO

Job Titles:

Chief Technology Officer

Greg joined Fairstone in June 2022 as Chief Technology Officer. As CTO he is responsible for improving the group technology service, as well as leading the next generation development of Fairstone's proprietary Gateway tech platform, enhancing the client reporting experience and delivering more mobile enabled services. Greg has a proven track record across the sector with 20 years' experience in a range of senior roles working for LV=, Direct Line Group, Close Brothers and more recently head of technology at Brewin Dolphin. During his career, Greg has built and led high performing collaborative technical teams, developing, and delivering strategy and driving exponential growth.

Haydn Gibson

Job Titles:

Independent Financial Adviser

Ian Bagshaw

Job Titles:

Independent Financial Adviser

Ian Dunk

Job Titles:

Independent Financial Adviser

Ian Robinson

Job Titles:

Chartered Financial Planner

Imogen Hambly

Job Titles:

Research Manager

Imogen began her career in financial services in October 2014 as a paraplanner within Fairstone, before moving over to Fairstone Private Wealth where her focus was on platform management and the operational running of the model portfolios. Since then her role has evolved to encompass investment and economic analysis that forms part of the foundation on which Fairstone Private Wealth's portfolio ranges are built. She was promoted to Research Manager in March 2019 and continues to manage the team of platform administrators.

Jacquie Chapman

Job Titles:

Mortgage and Protection Adviser

James Kitson

Job Titles:

Chartered Financial Planner

Janice Fielding

Job Titles:

Chartered Financial Planner

Janice has worked in the financial services sector for over 30 years . She started her career with Phoenix Assurance and progressed her management career with Friends Provident and Norwich Union before joining the independent financial advice firm Brett & Randall Financial Services in 1993. Janice and the team joined Fairstone in 2019. She is now the Office Manager at the Fairstone East Midlands Hub. Janicl Finance Soce is a fellow of the Chartered Insurance Institute and the Personaiety. On top of this she is a Chartered Financial Planner and is proud to be one of the first people to be awarded this ‘gold standard' in financial planning. Janice is a Past President of the Insurance Institute of Leicester and continues to be involved on a voluntary basis with the PFS East Midlands Committee as the Professional Qualifications Officer and as the PFS representative on the Insurance Institute of Leicester Council.

Jenny Saunders

Job Titles:

Mortgage and Protection Adviser

Jess Rawlings

Job Titles:

Independent Financial Adviser

Jon Routledge

Job Titles:

Independent Financial Adviser

Jonathan Clark

Job Titles:

Mortgage & Protection Adviser

Jonathan Garnett

Job Titles:

Independent Financial Adviser

Jordan Marlowe

Job Titles:

Independent Financial Adviser

Josh Gupta

Job Titles:

Chartered Financial Planner

Josh Neve

Job Titles:

Independent Financial Adviser

Karen Black

Job Titles:

Chartered Financial Planner

Keith Fisher

Job Titles:

Independent Financial Adviser

Keith Storey

Job Titles:

Chartered Financial Planner

Ken Prior

Job Titles:

Mortgage & Protection Adviser

Kofi Butcher

Job Titles:

Independent Financial Adviser

Kyna Cupples

Job Titles:

Mortgage & Protection Adviser

Lauren Bond

Job Titles:

Mortgage & Protection Adviser

Lauren Herrick

Job Titles:

Independent Financial Adviser

Lee Hartley - CEO

Job Titles:

Chief Executive Officer

Lee founded Fairstone in 2008, growing the business from start-up to market-leader. Lee has been integral to Fairstone's growth, leading the business through a series of investment rounds and overseeing the development of the business strategy and national acquisition programme. Prior to Fairstone, Lee launched an e-commerce and software development business that served clients such as Zurich, AXA, Abbey, London & European Insurance as well as a host of smaller banks and building societies. He is a graduate of Northumbria University.

Luke Robinson

Job Titles:

Independent Financial Adviser

Mandy Crawford

Job Titles:

Independent Financial Adviser

Marguerite Peyton

Job Titles:

Managing Director ( Financial Planning )

Marguerite has over 20 years' experience within the insurance and financial services sector. Marguerite started her career as an adviser with Lloyds TSB before joining Fairstone its inception in 2008 and she has played an integral part to the firm's development. As integration and development director Marguerite has helped to shape the integration process of partner firms both in the UK and Ireland. In her new role as Managing Director of Financial Planning Marguerite will oversee the advice journey, training, and development, and central paraplanning.