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

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  • · 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

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  • · 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

• Clifford Burrow

  IRN CXB01645

  • CF30 Customer (25 Feb 2011 to 2 Apr 2012)
• Clive Collett

  IRN CSC00011

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 8 Feb 2024)
  • [FCA CF] Client dealing (since 8 Feb 2024)
• Clive Goodwin Bullock

  IRN CGB00024

  • [FCA CF] Functions requiring qualifications (28 May 2020 to 28 Feb 2025)
  • [FCA CF] Client dealing (28 May 2020 to 28 Feb 2025)
• Clive Shaw

  IRN CXS00019

  • [FCA CF] Functions requiring qualifications (15 Jun 2020 to 31 Dec 2024)
  • [FCA CF] Client dealing (15 Jun 2020 to 31 Dec 2024)
• Colin Alexander McGugan

  IRN CAM01146

  • CF30 Customer (2 Nov 2012 to 15 Nov 2016)
• Colin Busfield

  IRN CXB00108

  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 31 Dec 2023)
• Colin David Caulfield

  IRN CDC00006

  • [FCA CF] Client dealing (15 Jun 2020 to 5 Sep 2025)
  • [FCA CF] Functions requiring qualifications (15 Jun 2020 to 5 Sep 2025)
• Colin Fell

  IRN CXF00023

  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 30 Apr 2021)
  • [FCA CF] Client dealing (1 Dec 2020 to 30 Apr 2021)
• Colin Leslie Bland

  IRN CLB01125

  • CF30 Customer (23 Feb 2011 to 14 Jun 2011)
• Colin Lewis Gordon MacLennan

  IRN CLM01046

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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)
  • [FCA CF] Functions requiring qualifications (since 18 Dec 2023)
  • [FCA CF] Client dealing (since 18 Dec 2023)

No changes recorded yet.