Fairstone Financial Management Limited

• Principal Place of Business

  8 Camberwell Way

  Doxford International Business Park

  Sunderland

  SR3 3XN

  UNITED KINGDOM

  Phone

  +4401915196000

  Web

  https://www.fairstone.co.uk

• Complaints Contact

  8 Camberwell Way

  Doxford International Business Park

  Sunderland

  SR3 3XN

  UNITED KINGDOM

  Phone

  +4401915196000

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Consumer Loans

  Show 2 limitations Hide limitations

  • · Limited to lending where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under the regulated credit agreement
  • · Limited to lending that is in connection with the repayment of fees which are only for ongoing services or regular premiums

• Loan Servicing

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Benjamin Mark Bloom

  IRN BXB00074

  • [FCA CF] Functions requiring qualifications (22 Aug 2022 to 28 Mar 2024)
• Benjamin Wright

  IRN BXW01495

  • [FCA CF] Client dealing (15 Jun 2020 to 28 Feb 2025)
  • [FCA CF] Functions requiring qualifications (15 Jun 2020 to 28 Feb 2025)
• Bethany Jordan-Jackson

  IRN BXJ00099

  • [FCA CF] Functions requiring qualifications (21 Oct 2022 to 14 Jun 2023)
• Beverley Anne Taylor Baker

  IRN BAT00009

  • CF30 Customer (9 Aug 2012 to 26 Oct 2012)
• Beverley Henderson

  IRN BXH00105

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 11. Pension transfer specialist
  • [FCA CF] Functions requiring qualifications (since 9 Jan 2020)
  • [FCA CF] Client dealing (since 9 Jan 2020)
• Bhavin Yadav

  IRN BXY01056

  • [FCA CF] Functions requiring qualifications (16 Apr 2021 to 30 May 2025)
  • [FCA CF] Client dealing (16 Apr 2021 to 30 May 2025)
• Bianca Mary Swain

  IRN BXS00078

  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 12 Feb 2021)
• Bobinder Singh Nahal

  IRN BSN00008

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 10 Jul 2023)
  • [FCA CF] Functions requiring qualifications (since 10 Jul 2023)
• Boyd Young

  IRN BXY00002

  • CF30 Customer (1 May 2014 to 8 May 2014)
• Bradley George Sampson

  IRN BXS00410

  • [FCA CF] Functions requiring qualifications (1 Jul 2024 to 30 Oct 2025)
  • [FCA CF] Client dealing (1 Jul 2024 to 30 Oct 2025)

No changes recorded yet.