Donna Connolly Email and Phone Number

Fairstone is a full-service wealth management house delivering integration-led growth to emerge as the whole of market sector leader. We incorporate one of the UK’s largest Chartered financial planning firms and our team of wealth advisers have expertise across the full spectrum of independent financial advice, investment management and estate planning services.As a business we are deeply committed to quality and as a result our core managed portfolio solutions have been Defaqto 5-star rated since inception.We offer our clients whole of market advice with unrestricted choice while delivering intelligent wealth solutions that come with no lower wealth limits or exit penalties. Typically, we deliver our services at a 60% lower cost than the ‘market leader’ through our transparent and flexible fee structure.Fundamentally, our clients are at the centre of everything we do and thanks to them we remain the number one rated wealth management house on Trustpilot.To support our on-going acquisitive growth, we operate two unique acquisition models, the Downstream Buy Out (DBO) and the Individual Buy Out (IBO). Both propositions support the growth of forward-thinking IFA and wealth management practices. We shield business owners against a host of negative sector pressures, allowing them to optimise the sale value of their business whilst providing long-term stability and for them, their staff and their clients.To find out more about our client offering visit fairstone.co.uk To find out more about our acquisition models visit fairstonegroup.co.uk At Fairstone Liversedge we’re passionate about helping people. We will assess your needs and talk through any concerns you have and then explain to you in plain English all your options. I joined Utopia Group, based in Liversedge, West Yorkshire in February 2008 and I became a Director in 2009. In February 2018 we became Utopia Financial Planning, part of the Fairstone family and were fully acquired by Fairstone in April 2021. The Family run office is a regional office of Fairstone Financial Management, who are one of the UK’s largest Chartered Financial Planners. The most important thing to me in my role is to ensure that our relationship with our existing clients is maintained to the highest level. I use my 25+ years’ experience in the Financial Services Industry to be the person at the end of the phone that our clients can speak to whenever they have any queries. I truly believe in going the extra mile and I hope this is reflected to our clients.