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

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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 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

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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.

• Clifford Anthony Reddington

  IRN CAR01078

  • CF1 Director (AR) (2 Apr 2002 to 31 Mar 2015)
• Daniel Michael Dominic Shread

  IRN DMS01306

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 22 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 12 Jun 2024)
  • [FCA CF] Client dealing (since 12 Jun 2024)
• David Michael John Wright

  IRN DMW01190

  • CF4 Partner (AR) (24 Sep 2010 to 12 Feb 2018)
• Eamonn Murphy

  IRN EXM00018

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 29 Mar 2021)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF30 Customer (since 22 Jul 2009)
• Elizabeth Anne Pritchard

  IRN EAP01050

  • CF1 Director (AR) (26 Jun 2013 to 30 Sep 2024)
• Elizabeth Jane Patrick

  IRN EJM01108

  • CF30 Customer (19 Mar 2012 to 24 Aug 2012)
• Faye Yvonne Ashe

  IRN FYA01003

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Oct 2023)
  • CF30 Customer (24 Mar 2014 to 13 Jul 2018)
• Gareth James Rose

  IRN GJR01092

  • CF30 Customer (21 Jan 2008 to 31 Mar 2010)
• Hazel Jane Diamond

  IRN HJD00022

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 29 Mar 2021)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (since 1 Nov 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 23 Jul 2004)
• Helen Josephine Williamson

  IRN HJW00020

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (22 Jun 2005 to 31 Oct 2007)

• 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.