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

  Show 1 limitation Hide limitations

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

• Laurence Chiappini Wrightson

  IRN LCW01023

  • [FCA CF] Client dealing (10 Jan 2020 to 21 Jul 2021)
  • [FCA CF] Functions requiring qualifications (10 Jan 2020 to 21 Jul 2021)
• Laurence King

  IRN LXK00005

  • 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)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (12 May 2003 to 31 Oct 2007)
• Lee Graham Hartley

  IRN LXH01402

  • SMF3 Executive Director (21 Feb 2025 to 1 Oct 2025)
  • SMF1 Chief Executive (9 Dec 2019 to 21 Feb 2025)
  • CF3 Chief Executive (7 Mar 2019 to 8 Dec 2019)
• Lee Smith

  IRN LXS00055

  • CF30 Customer (20 Aug 2009 to 9 Jul 2013)
  • CF1 Director (AR) (20 Aug 2009 to 9 Jul 2013)
• Malcolm James Bowes Kerr

  IRN MXK23823

  • SMF10 Chair of the Risk Committee (4 Jun 2020 to 14 May 2021)
• Mandy Crawford

  IRN MXC02538

  • [FCA CF] Client dealing (16 Jun 2023 to 4 Dec 2025)
  • [FCA CF] Functions requiring qualifications (16 Jun 2023 to 4 Dec 2025)
• Marcus James Griggs

  IRN MXG00018

  • [FCA CF] Functions requiring qualifications (1 Oct 2021 to 19 Jan 2022)
• Margaret Mary Hardy

  IRN MMH00008

  • CF30 Customer (1 Nov 2007 to 21 Dec 2011)
  • CF21 Investment Adviser (26 May 2006 to 31 Oct 2007)
• Marguerite Mary Peyton

  IRN MMP01017

  • SMF18 Other Overall Responsibility (since 14 Feb 2025)
• Marie Bridget McNeil

  IRN MBG00003

  • [FCA CF] Client dealing (16 Apr 2021 to 31 Jan 2024)
  • [FCA CF] Functions requiring qualifications (16 Apr 2021 to 31 Jan 2024)

• Lord Financial Ltd (no longer appointed)

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

No changes recorded yet.