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

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  • · 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

• Andrew Brooks

  IRN AXB00004

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 24 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 24 Nov 2025)
• Andrew Caterer

  IRN AXC01882

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2024)
  • CF30 Customer (20 Mar 2018 to 8 Dec 2019)
• Andrew Charles Cossey

  IRN ACC01138

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 22 Aug 2022)
  • CF30 Customer (31 Aug 2010 to 1 Aug 2012)
• Andrew Charles Cox

  IRN ACC01094

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2024)
  • CF30 Customer (5 Mar 2019 to 8 Dec 2019)
• Andrew Charles Elskamp

  IRN ACE00003

  • [FCA CF] Client dealing (27 Sep 2021 to 10 Mar 2023)
  • [FCA CF] Functions requiring qualifications (27 Sep 2021 to 10 Mar 2023)
• Andrew Colin Kirk

  IRN ACK01043

  • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
  • CF30 Customer (2 Oct 2019 to 8 Dec 2019)
• Andrew David Jackson

  IRN ADJ00011

  • [FCA CF] Functions requiring qualifications (1 Jul 2021 to 4 Oct 2024)
  • [FCA CF] Client dealing (1 Jul 2021 to 4 Oct 2024)
• Andrew Dawber

  IRN AXD00222

  • [FCA CF] Client dealing (10 Jul 2023 to 14 Aug 2024)
  • [FCA CF] Functions requiring qualifications (10 Jul 2023 to 14 Aug 2024)
• Andrew Gordon Smith

  IRN AGS00026

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)
  • CF30 Customer (8 Oct 2019 to 8 Dec 2019)
• Andrew James Holt

  IRN AJH01625

  • 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] Functions requiring qualifications (since 4 May 2022)
  • [FCA CF] Client dealing (since 4 May 2022)

No changes recorded yet.