Fairstone Ireland

Deal typeTransaction Services
IndustryFinancial Services
BDO acted as the Tax advisor to Fairstone Asset Management on their acquisition of Carey Financial Planning. 

Fairstone is a full-service asset management house that offers financial advice, investment management and estate planning services. Lee Hartley, the group’s CEO, founded Fairstone in 2008. The business has since expanded into the Irish Market under Fairstone Ireland which is managed by Paul Merriman.

Cleere Financial Planning offer comprehensive services in Pensions, Investments, Savings, and Life Assurance, prioritising each client’s financial well-being. Their clientele includes individuals, sole traders, and small to medium-sized enterprises.

The team advising on the deal was led by Angela Fleming.