Greystone Financial Services Limited

• Principal Place of Business

  Foundation House

  Scott Drive

  Altrincham

  Cheshire

  WA15 8AB

  UNITED KINGDOM

  Phone

  +4401619277222

  Web

  https://www.greystonefs.co.uk

• Complaints Contact

  Foundation House

  Scott Drive

  Altrincham

  Cheshire

  WA15 8AB

  UNITED KINGDOM

  Phone

  +4401619277222

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Credit Brokering

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  • · The firm may not broker credit for the purpose of increasing the funds available for investment

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity
  • · Limited to advising customers to use investments to repay debts

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• . Becketts Consultancy Services Limited

  IRN XXB01140

  • CF4 Partner (AR) (19 Aug 2013 to 16 Jan 2015)
• . Greystone Financial Services (Holdings)

  IRN XXG01120

  • CF4 Partner (AR) (15 Nov 2013 to 16 Jan 2015)
• Adrian John Crank

  IRN AJC01306

  • CF1 Director (AR) (13 May 2002 to 30 Sep 2024)
• Alexander Miguel Bothwell

  IRN AMB01379

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Oct 2022)
  • CF30 Customer (11 Nov 2013 to 23 Mar 2018)
  • CF28 Systems and controls (11 Nov 2013 to 8 Dec 2019)
• Alexandra Plunkett

  IRN AXP02361

  • CF30 Customer (28 Dec 2018 to 8 Dec 2019)
• Andrew Elliott

  IRN AXE00053

  • Appointed representative dealing with clients for which they require qualification (29 Mar 2021 to 28 Aug 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Aug 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Aug 2024)
  • CF30 Customer (10 Sep 2012 to 31 Aug 2024)
• Andrew Hagan

  IRN AXH00071

  • CF21 Investment Adviser (26 Nov 2002 to 13 Oct 2006)
• Andrew Philip Towers

  IRN APT01054

  • CF30 Customer (1 Nov 2007 to 30 Jan 2009)
  • CF22 Investment Adviser (Trainee) (21 Feb 2007 to 31 Oct 2007)
• Anne Elizabeth Wilkes

  IRN AEW01092

  • CF1 Director (AR) (since 9 Jul 2013)
• Anthony Joel Lewis

  IRN AXL00136

  • CF1 Director (AR) (since 27 Jan 2021)

• MDC Financial Planning Limited

  FRN 934745 · Appointed 23 Sep 2020

• Hillyer McKeown Financial Services LLP

  FRN 531084 · Appointed 6 Sep 2010

• HLB Financial Services Limited

  FRN 207576 · Appointed 7 Dec 2001

• 3G Financial Limited (no longer appointed)

  FRN 664558 · Appointed 12 Jan 2015 · Until 30 Sep 2023

• Becketts Greystone Private Wealth Management LLP (no longer appointed)

  FRN 602353 · Appointed 10 Jun 2013 · Until 29 Jan 2015

• Greystone Employee Benefits Ltd (no longer appointed)

  FRN 191780 · Appointed 10 May 2000 · Until 19 Feb 2007

No changes recorded yet.