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

  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.

• 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.

• 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

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Consumer Loans

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

• Alison Sheelagh James

  IRN ASJ01061

  • CF1 Director (15 Feb 2017 to 6 Apr 2018)
• Alison Truscott

  IRN AXT00645

  • [FCA CF] Manager of certification employee (1 Nov 2023 to 31 Aug 2024)
• Alison Veronica Radford

  IRN AVR00002

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Jul 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 21 Jul 2021)
  • CF30 Customer (30 Jan 2012 to 8 Dec 2019)
• Alister John Link

  IRN AJL00017

  • [FCA CF] Functions requiring qualifications (1 Sep 2023 to 3 May 2024)
  • [FCA CF] Client dealing (1 Sep 2023 to 3 May 2024)
• Amsher Ayub Jan Mohamed

  IRN AAM01197

  • CF30 Customer (3 Jul 2013 to 6 Sep 2013)
• Andrew Colin Kirk

  IRN ACK01043

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 10 Jan 2024)
  • [FCA CF] Client dealing (since 10 Jan 2024)
• Andrew Cornish Pickering

  IRN ACP00018

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2021)
• Andrew Donnachie

  IRN AXD00005

  • CF30 Customer (22 Sep 2015 to 5 Oct 2018)
• Andrew Ellis

  IRN AXE00247

  • [FCA CF] Functions requiring qualifications (6 Mar 2024 to 20 Feb 2025)
• Andrew Francis Mulligan

  IRN AFM00022

  • [FCA CF] Functions requiring qualifications (12 Sep 2023 to 4 Aug 2025)
  • [FCA CF] Client dealing (12 Sep 2023 to 4 Aug 2025)

• Lord Financial Ltd (no longer appointed)

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

No changes recorded yet.