Fairstone Financial Management Limited
aka Bampton Independent Financial Services, Albyn Associates, 336 Financial Management, 1st Financial, Fairstone Financial Management Limited
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/sunderlandContact & Location
Regulatory Information
- FRN
- 475973
- Status
- Authorised
- Date Authorised
- 4 March 2008
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
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
ApprovedSimon Wilson
ApprovedJason Paul Kirk
ApprovedDavid Martin James Hickey
ApprovedMichael Slater
ApprovedUrsula Clair Sweis
ApprovedTom Taylor
ApprovedAnthony Hanlon
ApprovedShona Frances Nicholson Lowe
ApprovedRussell Craig Bignall
ApprovedIan Keith Swift
ApprovedCertifiedPaul George Yallop
ApprovedCertifiedAndrew Brooks
ApprovedCertifiedJonathan Leslie Bingham
ApprovedCertifiedAlex Wheldon
ApprovedCertifiedMark Alistair Parsons
ApprovedCertifiedMiles Harwood Green
ApprovedCertifiedThomas Michael Yallop
ApprovedCertifiedRyan Yule
ApprovedCertifiedJoanne Davidson
ApprovedCertified
Google Reviews
20 reviews on Google
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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.