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

• Angela Marson

  IRN AXG00055

  • [FCA CF] Client dealing (9 Dec 2019 to 15 Jul 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jul 2021)
  • CF1 Director (20 Sep 2016 to 8 Dec 2019)
  • CF30 Customer (6 Sep 2012 to 8 Dec 2019)
• Ann-Marie Milne

  IRN AXM02031

  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (19 Dec 2018 to 8 Dec 2019)
• Anna Louise Pollins

  IRN AXP00105

  • SMF3 Executive Director (8 Feb 2021 to 23 Jun 2023)
• Anne Frost

  IRN AXG00130

  • [FCA CF] Functions requiring qualifications (23 Mar 2020 to 17 Mar 2023)
  • [FCA CF] Client dealing (23 Mar 2020 to 17 Mar 2023)
• Anne Wilkins

  IRN AXW01405

  • CF30 Customer (24 Feb 2014 to 25 Nov 2014)
• Anne-Marie Cook

  IRN AXC00251

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Apr 2024)
• Anthony Douglas Hinds

  IRN ADH00025

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jul 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jul 2021)
  • CF30 Customer (19 Aug 2015 to 8 Dec 2019)
• Anthony Hanlon

  IRN AXH00912

  • SMF18 Other Overall Responsibility (since 12 Feb 2025)
• Anthony Herbert Thompson

  IRN AHT00003

  • CF30 Customer (4 Oct 2012 to 29 Oct 2019)
• Anthony Michael Tuppen

  IRN AMT01115

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 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
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (22 Mar 2018 to 8 Dec 2019)

No changes recorded yet.