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

• Robert Charles Norman

  IRN RCN01019

  • CF30 Customer (28 Nov 2007 to 13 Jan 2010)
• Robert James McDonnell

  IRN RJM01506

  • [FCA CF] Manager of certification employee (since 1 Nov 2023)
• Robert William Reich

  IRN RWR00005

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Aug 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 8 Aug 2022)
  • CF1 Director (1 Feb 2017 to 8 Dec 2019)
  • CF30 Customer (7 Aug 2012 to 8 Dec 2019)
• Ronald Victor Hoare

  IRN RVH00002

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Aug 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 5 Aug 2021)
  • CF30 Customer (1 Oct 2008 to 8 Dec 2019)
• Roxanne Jade Jarvis

  IRN RJJ01078

  • 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] Client dealing (since 1 Oct 2021)
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2021)
• Russell Andrew Waller

  IRN RAW00031

  • [FCA CF] Client dealing (9 Dec 2019 to 10 Jun 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jun 2024)
  • CF30 Customer (24 Jan 2013 to 8 Dec 2019)
• Russell Craig Bignall

  IRN RCB00035

  • SMF1 Chief Executive (since 21 Feb 2025)
• Russell John Warman

  IRN RJW01220

  • [FCA CF] Functions requiring qualifications (1 Oct 2021 to 31 Mar 2022)
  • [FCA CF] Client dealing (1 Oct 2021 to 31 Mar 2022)
• Ryan James McLaren

  IRN RJM01528

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2024)
  • CF30 Customer (26 Jul 2017 to 8 Dec 2019)
• Sajit Jitendra Patel

  IRN SJP01363

  • CF30 Customer (2 Jul 2013 to 18 Feb 2014)

• Lord Financial Ltd (no longer appointed)

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

No changes recorded yet.