2008
February
- Stellar was launched with FCA approval
May
- Global recession begins
2009 - 2010
May 2009
- First Forestry Fund is launched
May 2010
- Second Forestry Fund is launched
November 2010
- AIM IHT service is launched with loss of value and death inside two years insurance protection.
2011 - 2012
July 2011
- Growth Services – now Family Trading Companies – launched
October 2012
- Third Forestry Fund is launched
December 2012
- Retail Distribution Review in place – changing the landscape for advisers and investment firms
2013 - 2014
June 2013
- Acquired The Holiday Inn Leeds
May 2014
- Acquired The Holiday Inn Folkestone
2015
April
- Launched IHT Income Service – now The Stellar ITS
June
- Launched AIM Service on wrap platform
July
- Took over management of two hotel assets from Invicta Capital
2016 - 2017
April 2016
- Sold The Holiday Inn Leeds generating a 2.1x return for investors
September 2017
- Joined Transparency Task Force as ambassadors
2018 - 2019
June 2018
- Sold three forestry funds generating a 10%+ IRR for investors
December 2018
- Runner up for Best AIM IHT Service at Growth Investor Awards
December 2019
- Won Investment Week Education Initiative of the Year for IHT planning
2020 - 2022
June 2020
- Recruited AIM fund management team
Auguest 2020
- Opened office in Liverpool
June 2022
- Took part in Global Four-Day week pilot – now a fully flexible working firm
2023 - 2024
July 2023
- FCA launched Consumer Duty further strengthening landscape for clients and investment firms
November 2024
- Sold The Holiday Inn Folkestone eneratingg a 2.9x return for investors
Our Commitment to You
At Stellar Asset Management, our commitment to you is built on integrity, transparency, and a deep understanding of estate planning. We work closely with advisers to help clients protect and grow their wealth, offering tax-efficient solutions backed by over 30 years of experience. We’re here to support your legacy, delivering exceptional service and long-term value for future generations.