{"id":1944,"date":"2023-11-27T12:10:43","date_gmt":"2023-11-27T12:10:43","guid":{"rendered":"https:\/\/www.gunnerandco.com\/?post_type=insights&#038;p=1944"},"modified":"2023-12-06T17:01:51","modified_gmt":"2023-12-06T17:01:51","slug":"fairey-associates-buys-norfolk-based-planning-firm-tailored-retirement-investment-planning-ltd","status":"publish","type":"insights","link":"https:\/\/www.gunnerandco.com\/insights\/fairey-associates-buys-norfolk-based-planning-firm-tailored-retirement-investment-planning-ltd\/","title":{"rendered":"Fairey Associates buys Tailored Retirement &#038; Investment Planning Ltd"},"content":{"rendered":"<p>East Anglian Chartered Financial Planning firm\u00a0Fairey Associates has acquired Tailored Retirement &amp; Investment Planning Ltd (TRIP) on the 1st November 2023.<\/p>\n<p>The acquisition adds over \u00a3100mn of assets and boosts Fairey Associates\u2019 assets under management (AUM) to around \u00a3450m.<\/p>\n<p>All TRIP staff will join Fairey Associates with TRIP founder Des Fitzgerald who set to retire after a two year integration period.<\/p>\n<p>Ed Fairey, founder and managing director at Fairey Associates, said: \u201cAs a like-minded Chartered firm, we\u2019re delighted that we are able to continue to build on the successes that TRIP has had with their clients.\u201d<\/p>\n<p>He said\u00a0the firm was looking forward to welcoming the TRIP team and their clients into the business.<\/p>\n<p>TRIP founder Des Fitzgerald said: \u201cIt 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.\u201d<\/p>\n<p>\u201cI am looking forward to introducing the Fairey Associates team to each client over the coming months.\u201d<\/p>\n<p>&nbsp;<\/p>\n<p><em>If you are looking to sell your business, find out more about the selling process and how\u00a0<\/em><a href=\"https:\/\/www.gunnerandco.com\/meet-the-team\/\"><em>Gunner &amp; Co.<\/em><\/a><em>\u00a0can help you. Book a meeting with our MD Louise\u00a0<\/em><a href=\"https:\/\/gunnerandco-43d446.pipedrive.com\/scheduler\/1R10aYH6\/initial-meeting-with-louise-jeffreys\"><em>here<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The East Anglia based chartered financial planner firm described the deal as a \u201csignificant\u201d acquisition.<\/p>\n","protected":false},"featured_media":1375,"template":"","insight-category":[3],"insight-tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.6 (Yoast SEO v22.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Fairey Associates buys Tailored Retirement &amp; Investment Planning Ltd - Gunner &amp; Co<\/title>\n<meta name=\"description\" content=\"East Anglian Chartered Financial Planning firm\u00a0Fairey Associates has acquired Tailored Retirement &amp; Investment Planning Ltd.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gunnerandco.com\/insights\/fairey-associates-buys-norfolk-based-planning-firm-tailored-retirement-investment-planning-ltd\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fairey Associates buys Tailored Retirement &amp; 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