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

• Kevin James Puryer

  IRN KJP01111

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Feb 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Feb 2023)
  • CF30 Customer (17 Aug 2018 to 8 Dec 2019)
• Kevin Joseph Topham

  IRN KJT01042

  • CF30 Customer (27 May 2014 to 9 Nov 2015)
• Kevin Michael Ennis

  IRN KME00001

  • 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
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 16 Apr 2021)
  • [FCA CF] Functions requiring qualifications (since 16 Apr 2021)
• Kevin Michael Mills

  IRN KMM00004

  • CF30 Customer (15 Oct 2012 to 3 Aug 2016)
• Kevin Quinn

  IRN KCQ01000

  • CF30 Customer (9 Apr 2011 to 27 Jul 2012)
• Kevin Thomas Thornton

  IRN KTT01008

  • [FCA CF] Functions requiring qualifications (10 Jul 2023 to 7 Jun 2024)
  • [FCA CF] Client dealing (10 Jul 2023 to 7 Jun 2024)
• Kia-Leanne Pullin

  IRN KXP13882

  • 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 30 May 2023)
  • [FCA CF] Client dealing (since 30 May 2023)
• Kieran Michael Burgess

  IRN KXB11677

  • [FCA CF] Client dealing (27 Sep 2021 to 23 Aug 2024)
  • [FCA CF] Functions requiring qualifications (27 Sep 2021 to 23 Aug 2024)
• Kim Sian Walters

  IRN KSW01036

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Nov 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2020)
  • CF30 Customer (7 Feb 2018 to 8 Dec 2019)
• Kirk Paul James

  IRN KPJ00002

  • [FCA CF] Client dealing (9 Dec 2019 to 27 Feb 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Feb 2026)
  • CF30 Customer (1 Aug 2016 to 8 Dec 2019)

No changes recorded yet.