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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When fairstone.co.uk first appeared online, and whether it can receive email
  • What kind of line 0191 519 6000 is, and the other firm that gives it
  • Who else gives the postcode SR3 3XN
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Other names (18)

If you were contacted under any of these names, it is this firm.

  • Advanced Asset Consultants Trading name
  • Alllen Tomas and Co Financial Management Trading name
  • Christie Financial Planning Trading name
  • City Gate Aberdeen Trading name
  • Cresswell Cadenhead & Co Trading name
  • Ely Wealth Management Trading name
  • Fairstone Wealth Management Chartered Financial Planners Trading name
  • Foundation Financial Planning Trading name
  • Grainger Financial Planning Trading name
  • GWF Wealth Management Trading name
  • Independent Personal Financial Management Trading name
  • IS Independent Financial Advisers Trading name
  • Kingsland Wealth Management Trading name
  • Start Financial Planning Trading name
  • Walmsley Baker Trading name
  • Equus Independent Financial Management Ltd Former name
  • Fairstone Financial Management (City) Limited Former name
  • Adrian Cox Asset Management Former trading name

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Ursula Sweis Director Jan 1978 1 Apr 2015 4 other companies
Tom Taylor Director Dec 1968 1 Aug 2018 47 other companies
David Martin James Hickey Director Jul 1955 23 Apr 2021 18 other companies
Simon Levick Garth Wilson Director Feb 1974 26 Jan 2024 146 other companies
Russell Craig Bignall Director Jan 1974 21 Feb 2025 3 other companies

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
200
closed down
95
went insolvent
1

In the full report: all 200 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 10 on the FCA register
  • The 10 companies these 5 directors run together
  • All 32 people who have ever been directors, with their dates
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Key dates in its history

Fairstone Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (90)

2021

29 March 2021

  • Changed its registered name from "Fairstone Financial Management (City) Limited"

FCA register

2016

6 April 2016

  • Fairstone Holdings Limited took control (75–100% of shares)

Companies House

2015

10 March 2015

  • FCA imposed a requirement (Not permitted to canvass off trade premises)

FCA register

2013

1 August 2013

  • Changed its registered name from "Equus Independent Financial Management Ltd"

FCA register

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

13 July 2011

  • Board replaced: all 3 directors left and 2 new directors took over

Companies House

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1999

8 January 1999

  • Regulated by the Personal Investment Authority from this date

FCA register

1998

7 July 1998

  • Incorporated at Companies House

Companies House

In the full report: all 90 events

  • All 90 events in its history (10 shown here)
  • Every director appointment and resignation: 59
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Firms connected to Fairstone Wealth Management

Other FCA-listed firms that share a director, phone number or address with Fairstone Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 8 past links through former directors
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Firms like Fairstone Wealth Management

Other firms of the same type (lender), nearest first.

In Sunderland

Automotive Finance Associates LtdSunderlandAuthorisedFairstone Financial Management LimitedSunderlandAuthorisedJames William HutchinsonSunderlandAuthorisedBef (Ne) 2 Ltd.SunderlandAuthorisedHappy Customers Group LtdSunderlandAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Fairstone Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 200 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 90 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Fairstone Wealth Management Limited FCA authorised?
Yes, Fairstone Wealth Management Limited (FRN 188596) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a lender. The FCA has placed a limit on what it may do.
What is Fairstone Wealth Management’s phone number and website?
The FCA register lists the phone number 0191 519 6000 and the website fairstone.co.uk for Fairstone Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Fairstone Wealth Management a scam or clone?
Fairstone Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Fairstone Wealth Management?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Fairstone Wealth Management?
Fairstone Wealth Management is owned by Fairstone Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Fairstone Wealth Management?
Companies House lists 5 directors of Fairstone Wealth Management: Ursula Sweis, Tom Taylor, David Martin James Hickey, Simon Levick Garth Wilson and Russell Craig Bignall.
How long has Fairstone Wealth Management been in business?
The company was formed on 7 July 1998, and has held its current FCA authorisation since December 2001.
Does Fairstone Wealth Management use any other names?
It trades as Advanced Asset Consultants, Alllen Tomas and Co Financial Management, Christie Financial Planning, City Gate Aberdeen and Cresswell Cadenhead & Co, and 10 more names. It has previously used 3 other names: Equus Independent Financial Management Ltd, Fairstone Financial Management (City) Limited and Adrian Cox Asset Management.

Sources and links

The full report on Fairstone Wealth Management Limited

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