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Fairstone Financial Management Limited

aka Bampton Independent Financial Services, Albyn Associates, 336 Financial Management, 1st Financial, Fairstone Financial Management Limited

Authorised FRN 475973 5.0 (20)

About

Fairstone financial advisers in Sunderland provide financial planning and wealth management solutions to help you achieve your life goals.

Source: fairstone.co.uk/location/sunderland

Contact & Location

Address
The Fairstone Campus, 8 Camberwell Way, Sunderland SR3 3XN, UK
More advisers in Sunderland
Opening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
4 March 2008
Years Authorised
18 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (20)
Show all permissions
  • Acting as a CBTL advisor
  • CBTL Status
  • CBTL Effective Date
  • Agreeing to carry on a regulated activity
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Providing Credit Information Services
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Debt-counselling
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to a home reversion plan
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Advising on regulated mortgage contracts
  • Advising on a home reversion plan
  • Making arrangements with a view to transactions in investments
  • Arranging (bringing about) deals in investments
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number
05574120
Company Status
Active
Incorporation Date
26 September 2005
Directors
5
Accounts Category
Full
Last Accounts Filed
31 December 2024
SIC Codes
64999

Team (20)

  • Marguerite Mary Peyton

    Approved
  • Simon Wilson

    Approved
  • Jason Paul Kirk

    Approved
  • David Martin James Hickey

    Approved
  • Michael Slater

    Approved
  • Ursula Clair Sweis

    Approved
  • Tom Taylor

    Approved
  • Anthony Hanlon

    Approved
  • Shona Frances Nicholson Lowe

    Approved
  • Russell Craig Bignall

    Approved
  • Ian Keith Swift

    ApprovedCertified
  • Paul George Yallop

    ApprovedCertified
  • Andrew Brooks

    ApprovedCertified
  • Jonathan Leslie Bingham

    ApprovedCertified
  • Alex Wheldon

    ApprovedCertified
  • Mark Alistair Parsons

    ApprovedCertified
  • Miles Harwood Green

    ApprovedCertified
  • Thomas Michael Yallop

    ApprovedCertified
  • Ryan Yule

    ApprovedCertified
  • Joanne Davidson

    ApprovedCertified

Google Reviews

5.0

20 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

  • Sunderland, North East
  • 18 years FCA-authorised
  • 20 registered individuals
  • 5 specialisms
  • 20 FCA permissions
  • CH 05574120

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Data Sources

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.