East Anglian Chartered Financial Planning firm Fairey Associates has acquired Tailored Retirement & Investment Planning Ltd (TRIP) on the 1st November 2023.
The acquisition adds over £100mn of assets and boosts Fairey Associates’ assets under management (AUM) to around £450m.
All TRIP staff will join Fairey Associates with TRIP founder Des Fitzgerald who set to retire after a two year integration period.
Ed Fairey, founder and managing director at Fairey Associates, said: “As a like-minded Chartered firm, we’re delighted that we are able to continue to build on the successes that TRIP has had with their clients.”
He said the firm was looking forward to welcoming the TRIP team and their clients into the business.
TRIP founder Des Fitzgerald said: “It has taken me time and effort to find an organisation that I am comfortable to entrust the future of my valued clients and loyal team to.”
“I am looking forward to introducing the Fairey Associates team to each client over the coming months.”