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

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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

• Stewart Hodgson

  IRN SXH00192

  • [FCA CF] Client dealing (9 Dec 2019 to 10 Jan 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jan 2022)
  • CF30 Customer (7 Nov 2013 to 8 Dec 2019)
• Stewart Robert Bicknell

  IRN SRB01217

  • 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)
• Stuart Graham Adamson

  IRN SGA00001

  • CF30 Customer (19 Mar 2018 to 30 Aug 2019)
• Stuart Hardman

  IRN SXH00233

  • [FCA CF] Client dealing (9 Dec 2019 to 8 Nov 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Nov 2024)
  • CF30 Customer (14 Apr 2014 to 8 Dec 2019)
• Stuart James Harris

  IRN SJH00049

  • [FCA CF] Client dealing (9 Dec 2019 to 10 Sep 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Sep 2024)
  • CF30 Customer (6 Sep 2012 to 8 Dec 2019)
• Stuart Martyn White

  IRN SXW00042

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Jul 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 27 Jul 2021)
  • CF30 Customer (14 Dec 2016 to 8 Dec 2019)
• Stuart Michael Read

  IRN SXR00029

  • [FCA CF] Functions requiring qualifications (10 Sep 2020 to 31 Dec 2025)
  • [FCA CF] Client dealing (10 Sep 2020 to 31 Dec 2025)
• Stuart Robert Watson

  IRN SRW01062

  • CF30 Customer (12 May 2017 to 29 Mar 2019)
• Stuart Watson

  IRN SBW00004

  • [FCA CF] Functions requiring qualifications (10 Jul 2023 to 30 Jun 2024)
  • [FCA CF] Client dealing (10 Jul 2023 to 30 Jun 2024)
• Stuart William Whitehead

  IRN SWW00007

  • CF30 Customer (4 Jul 2014 to 8 Jul 2016)

No changes recorded yet.