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

• Dene Mark Ashworth

  IRN DXA00288

  • [FCA CF] Functions requiring qualifications (26 Sep 2022 to 27 Dec 2024)
• Denise Meynell

  IRN DSM00014

  • [FCA CF] Client dealing (10 Jul 2023 to 19 Feb 2026)
  • [FCA CF] Functions requiring qualifications (10 Jul 2023 to 19 Feb 2026)
• Dennis Alan Lane

  IRN DAL00044

  • CF30 Customer (5 Jun 2017 to 20 Oct 2017)
• Dennis Lee Reed

  IRN DLR00009

  • CF1 Director (31 Mar 2010 to 8 Dec 2019)
• Derek Calum Philip Lockhart

  IRN DXL77396

  • [FCA CF] Client dealing (16 Jan 2023 to 29 Aug 2025)
  • [FCA CF] Functions requiring qualifications (16 Jan 2023 to 29 Aug 2025)
• Derek Duff

  IRN DXD00174

  • [FCA CF] Functions requiring qualifications (18 Dec 2023 to 2 Oct 2024)
• Derek John Winsland

  IRN DJW00089

  • CF30 Customer (7 Aug 2012 to 5 Apr 2013)
• Derek Peter Joseph

  IRN DPJ00017

  • 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] Client dealing (since 17 Jul 2023)
  • [FCA CF] Functions requiring qualifications (since 17 Jul 2023)
• Diane Helen Whicher

  IRN DHW00012

  • [FCA CF] Client dealing (9 Dec 2019 to 19 Jun 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Jun 2020)
  • CF30 Customer (8 Mar 2019 to 8 Dec 2019)
• Dominic Charles Snoad

  IRN DXS00858

  • [FCA CF] Functions requiring qualifications (12 Jun 2023 to 1 Dec 2023)
  • [FCA CF] Client dealing (12 Jun 2023 to 1 Dec 2023)

No changes recorded yet.