Fairstone Wealth Management Limited

• Principal Place of Business

  8 Camberwell Way

  Doxford International Business Park

  Sunderland

  SR3 3XN

  UNITED KINGDOM

  Phone

  +441915196000

  Web

  https://www.fairstone.co.uk

• Complaints Contact

  8 Camberwell Way

  Doxford International Business Park

  Sunderland

  SR3 3XN

  UNITED KINGDOM

  Phone

  +441915196000

• 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

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  • · 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.

• 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.

• 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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  • · This permission is limited to Entering into regulated credit agreement as lender (excluding high-cost short-term credit, bill of sale loan agreement, and home-collected credit loan agreement) where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under a regulated credit agreement.

• Loan Servicing

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  • · This permission is limited to Entering into regulated credit agreement as lender (excluding high-cost short-term credit, bill of sale loan agreement, and home-collected credit loan agreement) where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under a regulated credit agreement.

• 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

• James Paul Mason

  IRN JPM01319

  • CF30 Customer (21 Sep 2010 to 9 Jul 2013)
• James Robert Fitzpatrick

  IRN JRF01110

  • [FCA CF] Client dealing (16 Jun 2023 to 1 Apr 2024)
  • [FCA CF] Functions requiring qualifications (16 Jun 2023 to 1 Apr 2024)
• James Robert Wallace

  IRN JXW76880

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 1 Feb 2022)
  • [FCA CF] Client dealing (since 1 Feb 2022)
• James Shaun Dixon

  IRN JSD00012

  • 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 18 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 18 Nov 2024)
• James William Robert Oram

  IRN JXO24815

  • [FCA CF] Client dealing (10 Jan 2020 to 17 Nov 2023)
  • [FCA CF] Functions requiring qualifications (10 Jan 2020 to 17 Nov 2023)
  • CF30 Customer (28 Nov 2019 to 8 Dec 2019)
• Jamie William Sellar

  IRN JWS01175

  • [FCA CF] Functions requiring qualifications (16 Apr 2021 to 1 Jul 2022)
  • [FCA CF] Client dealing (16 Apr 2021 to 1 Jul 2022)
• Jamieson Joseph Brady

  IRN JJB00052

  • CF21 Investment Adviser (1 Dec 2001 to 20 Dec 2001)
• Jane Brand

  IRN JXB00169

  • [FCA CF] Functions requiring qualifications (1 Oct 2021 to 5 Apr 2024)
  • [FCA CF] Client dealing (1 Oct 2021 to 5 Apr 2024)
• Jason Paul Kirk

  IRN JXK16758

  • SMF16 Compliance Oversight (since 7 May 2025)
• Jaswinder Singh Sandhu

  IRN JXS01705

  • [FCA CF] Client dealing (9 Dec 2019 to 20 Jul 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Jul 2021)
  • CF30 Customer (17 Sep 2015 to 8 Dec 2019)

• Lord Financial Ltd (no longer appointed)

  FRN 504622 · Appointed 6 Aug 2009 · Until 9 Jul 2013

No changes recorded yet.