Frances Abbott

Head of m & a Onboarding @Fairstone Group Ltd

Durham, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2019 — Present

Head of m & a Onboarding @Fairstone Group Ltd

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One of the largest Chartered financial planning firms in the UK- Managed investment portfolios have been Defaqto 5-Star rated for five consecutive years- 350 professional advisers and 260 operational staff over 42 office locations across the UK actively servicing clients- An exceptional client satisfaction score is a catalyst to attracting an increase in our client base of 15% each year- Currently overseeing £11bn in client investment and pension assets and arrange £1.4bn in property finance per annum.

EDUCATION

N/A

Chartered Insurance Institute

Diploma in Regulated Financial Planning

2008 — 2011

Loughborough University

Information Management and Business Studies, Information Science/Studies

SKILLS

Project ManagementBankingPensionsBusiness DevelopmentWealth ManagementBandAcoustic GuitarViolinInvestmentsInsuranceFinanceFinancial ServicesCrmMusiciansMusical TheatreAsset ManagementFundraisingBandsMergers & AcquisitionsFinancial PlanningFinancial AdvisoryIntegrationMusicTrainingPension FundsMarketingPerforming

ABOUT FRANCES ABBOTT

M&A | Integration | Strategic Partnerships

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