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

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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.

• 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

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  • · This permission is limited to not carrying out credit repair services

• Jayne Ellen Warner

  IRN JXW01358

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Aug 2025)
• Jennifer Brinley Codd

  IRN JXL15902

  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2024)
  • [FCA CF] Client dealing (since 9 Dec 2024)
• Jeremy David Benedyk

  IRN JXB02642

  • CF30 Customer (4 Aug 2010 to 9 Jul 2013)
• Jeremy Nicholas Plevin

  IRN JNP00004

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Sep 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 25 Sep 2024)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (30 Dec 2003 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• John Brock-Edgar

  IRN JXB00093

  • CF30 Customer (1 Nov 2007 to 18 Feb 2019)
  • Responsible for Insurance Mediation (14 Jan 2005 to 13 Jul 2011)
  • CF1 Director (18 Feb 2004 to 13 Jul 2011)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• John David Bell

  IRN JDB00006

  • CF21 Investment Adviser (1 Dec 2001 to 15 Sep 2005)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 15 Sep 2005)
• John Michael Osborne

  IRN JMO01029

  • [FCA CF] Client dealing (16 Apr 2021 to 21 Jul 2022)
  • [FCA CF] Functions requiring qualifications (16 Apr 2021 to 21 Jul 2022)
• John Norman Kirk Ripley

  IRN JNR01045

  • CF10 Compliance Oversight (2 Nov 2011 to 4 Jul 2018)
  • Responsible for Insurance Mediation (2 Nov 2011 to 4 Jul 2018)
  • CF11 Money Laundering Reporting (2 Nov 2011 to 4 Jul 2018)
  • CF1 Director (2 Nov 2011 to 4 Jul 2018)
• Johnathan Rory Winterbottom

  IRN JXW00499

  • [FCA CF] Client dealing (1 Sep 2023 to 31 Jan 2024)
  • [FCA CF] Functions requiring qualifications (1 Sep 2023 to 31 Jan 2024)
• Jonathan Dowson

  IRN JXD01461

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 8 Jan 2024)
  • [FCA CF] Client dealing (since 8 Jan 2024)

• Lord Financial Ltd (no longer appointed)

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

No changes recorded yet.