Fairstone Wealth Management Limited

Reference number: 188596

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as 13 other names
  • Advanced Asset Consultants
  • Alllen Tomas and Co Financial Management
  • Christie Financial Planning
  • City Gate Aberdeen
  • Cresswell Cadenhead & Co
  • Ely Wealth Management
  • Fairstone Wealth Management Chartered Financial Planners
  • Foundation Financial Planning
  • Grainger Financial Planning
  • GWF Wealth Management
  • Kingsland Wealth Management
  • Start Financial Planning
  • Walmsley Baker

Company details

From the company's Companies House record.

Company number
03593750
Company status
Active
Company type
Private limited company
Incorporated
7 July 1998 (28 years old)
Registered office
8 Camberwell Way, Doxford International Business Park, Sunderland, SR3 3XN, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Ursula Sweis Director Jan 1978 1 Apr 2015
Tom Taylor Director Dec 1968 1 Aug 2018
David Martin James Hickey Director Jul 1955 23 Apr 2021
Simon Levick Garth Wilson Director Feb 1974 26 Jan 2024
Russell Craig Bignall Director Jan 1974 21 Feb 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • 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)
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

Limits on what they may do

  • Not permitted to canvass off trade premises
    The firm is not permitted to canvass regulated borrower-lender-supplier agreements or regulated consumer hire agreements off trade premises

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Equus Independent Financial Management Ltd
  • Fairstone Financial Management (City) Limited

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Adrian Cox Asset Management

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Common questions

Frequently asked questions

Is Fairstone Wealth Management Limited FCA authorised?
Yes, Fairstone Wealth Management Limited (FRN 188596) is authorised by the FCA to carry out regulated activities.
Is my money safe with Fairstone Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Fairstone Wealth Management to the Financial Ombudsman Service, free of charge.
Is Fairstone Wealth Management a scam or clone?
Fairstone Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Fairstone Wealth Management's Firm Reference Number (FRN)?
Fairstone Wealth Management's FRN is 188596. You can verify it on the FCA register.