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

• Angela Marson

  IRN AXG00055

  • [FCA CF] Client dealing (14 May 2021 to 30 Nov 2024)
  • [FCA CF] Functions requiring qualifications (14 May 2021 to 30 Nov 2024)
  • CF1 Director (20 Sep 2016 to 8 Dec 2019)
• Ann Victoria Amey

  IRN AVA00001

  • CF30 Customer (1 Nov 2007 to 31 Dec 2015)
  • CF21 Investment Adviser (26 May 2006 to 31 Oct 2007)
• Anna Louise Pollins

  IRN AXP00105

  • SMF3 Executive Director (8 Feb 2021 to 23 Jun 2023)
• Anthony David Norman Brummitt

  IRN ADB00023

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (18 Feb 2003 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Anthony Hanlon

  IRN AXH00912

  • SMF18 Other Overall Responsibility (since 12 Feb 2025)
• Arica Sara Gourlay

  IRN ASG01122

  • [FCA CF] Client dealing (9 Dec 2019 to 28 May 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 May 2021)
  • CF30 Customer (3 Jul 2018 to 8 Dec 2019)
• Arun Kumar Sahota

  IRN AKS01137

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Nov 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 7 Nov 2025)
  • CF30 Customer (9 Dec 2016 to 8 Dec 2019)
• Barry James Keane

  IRN BJK00004

  • CF30 Customer (1 Nov 2007 to 6 Sep 2019)
  • CF24 Pension Transfer Specialist (16 Jun 2003 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Barry James Sime

  IRN BJS01165

  • [FCA CF] Functions requiring qualifications (16 Jun 2023 to 28 Nov 2025)
  • [FCA CF] Client dealing (16 Jun 2023 to 28 Nov 2025)
• Ben David Walter

  IRN BDW01042

  • CF30 Customer (4 Feb 2009 to 29 Oct 2010)

• Lord Financial Ltd (no longer appointed)

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

No changes recorded yet.