Fairstone, one of the UK’s largest chartered financial planning firms, has announced the acquisition of West Yorkshire based Utopia Financial Planning – its sixth acquisition of 2021.

The acquisition was via the firm’s proprietary Downstream Buy Out (DBO) acquisition model which integrates IFA firms into the group, prior to final acquisition.

Based in Liversedge, West Yorkshire, Utopia is a whole-of-market advice firm specialising in advice and management of investment and retirement portfolios.

The acquisition brings an additional 800 clients into the group together with Utopia Financial Planning’s fo...