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

• Sam Aaron Lyon

  IRN SXL00166

  • [FCA CF] Functions requiring qualifications (10 Oct 2024 to 15 Jul 2025)
  • [FCA CF] Client dealing (10 Oct 2024 to 15 Jul 2025)
• Samuel Chesworth

  IRN SXC00985

  • [FCA CF] Client dealing (11 Apr 2023 to 11 Sep 2024)
  • [FCA CF] Functions requiring qualifications (11 Apr 2023 to 11 Sep 2024)
• Samuel John Lakin

  IRN SXL17069

  • 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 18 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 18 Nov 2024)
• Sandra Klara Corkhill

  IRN SKP00001

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Aug 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Aug 2024)
  • CF30 Customer (2 Nov 2019 to 8 Dec 2019)
• Sanjay Patel

  IRN SXP00120

  • CF21 Investment Adviser (18 Feb 2003 to 2 May 2006)
• Sarah Arora

  IRN SXC01943

  • CF30 Customer (4 Jul 2012 to 8 Nov 2013)
• Sarah Christina Birch

  IRN SCL01089

  • 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] Client dealing (since 1 Oct 2021)
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2021)
• Satpal Singh

  IRN SXS01988

  • [FCA CF] Manager of certification employee (23 May 2023 to 18 Apr 2025)
• Scott Clayson

  IRN SXC00031

  • CF30 Customer (4 Jun 2013 to 14 Mar 2014)
• Scott Ralston Miller

  IRN SRM01232

  • [FCA CF] Client dealing (9 Dec 2019 to 16 Sep 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Sep 2024)
  • CF30 Customer (27 Apr 2018 to 8 Dec 2019)

• Lord Financial Ltd (no longer appointed)

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

No changes recorded yet.