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

• Jacob Michael Champion

  IRN JXC00281

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 22 Aug 2022)
• Jacob Proudfoot

  IRN JXP00988

  • [FCA CF] Functions requiring qualifications (1 Jul 2024 to 3 Oct 2025)
  • [FCA CF] Client dealing (1 Jul 2024 to 3 Oct 2025)
• Jacqueline Chapman

  IRN JXC03094

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 31 Mar 2023)
  • [FCA CF] Client dealing (since 31 Mar 2023)
• Jacqueline Lynn Johnstone

  IRN JXJ00183

  • [FCA CF] Functions requiring qualifications (24 Jan 2022 to 23 Dec 2022)
• Jacqueline Patricia Irons

  IRN JPI01007

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Apr 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Apr 2022)
  • CF30 Customer (3 Apr 2018 to 8 Dec 2019)
• Jacqueline Vaz

  IRN JXF01279

  • 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
  • [FCA CF] Client dealing (since 10 Jul 2023)
  • [FCA CF] Functions requiring qualifications (since 10 Jul 2023)
• Jak Sherbourne Heston Antony

  IRN JXA08562

  • [FCA CF] Client dealing (8 Feb 2023 to 29 Oct 2025)
  • [FCA CF] Functions requiring qualifications (8 Feb 2023 to 29 Oct 2025)
• James Alexander Lloyd Kitson

  IRN JAK01132

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2021)
  • CF30 Customer (30 May 2014 to 8 Dec 2019)
• James Alexander Trimble

  IRN JAT01147

  • CF30 Customer (28 May 2012 to 25 Sep 2012)
• James Bruce Rankin Clark

  IRN JBC00013

  • CF30 Customer (26 Mar 2018 to 30 Jun 2019)

No changes recorded yet.