Fairstone Wealth Management Limited

Name: Fairstone Wealth Management Limited
Address: 8 Camberwell Way, Doxford International Business Park, Sunderland, SR3 3XN, GB
Telephone: 0191 406 5033
Price range: $$
Rating: 5

aka Ely Wealth Management, Cresswell Cadenhead & Co, City Gate Aberdeen, Christie Financial Planning, Alllen Tomas and Co Financial Management, Fairstone Wealth Management Limited

Authorised FRN 188596 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

Phone

0191 406 5033

Website

fairstone.co.uk/location/sunderland

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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

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 188596
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (18)

Show all permissions

✓Acting as a CBTL arranger
✓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
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓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: 03593750
Company Status: Active
Incorporation Date: 7 July 1998
Directors: 6
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 82990

Team (20)

Tom Taylor
Approved
Simon Wilson
Approved
David Martin James Hickey
Approved
Jason Paul Kirk
Approved
Shona Frances Nicholson Lowe
Approved
Marguerite Mary Peyton
Approved
Anthony Hanlon
Approved
Michael Slater
Approved
Ursula Clair Sweis
Approved
Russell Craig Bignall
Approved
Stephen Easter
ApprovedCertified
Mark Alistair Parsons
ApprovedCertified
Peter James Cadenhead
ApprovedCertified
Michael Richard Cresswell
ApprovedCertified
Neil James Davidson
Certified
Nicholas David Gilliam
Certified
Andrew John Poulter
Certified
Martin David Green
Certified
Neil Andrew Stratford
Certified
Paul Lewington
Certified

Google Reviews

5.0

20 reviews on Google

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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
24 years FCA-authorised
20 registered individuals
5 specialisms
18 FCA permissions
CH 03593750

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Data Sources

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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.