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

  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 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

  Show 2 limitations Hide limitations

  • · 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.

• Ian Thomas McCue

  IRN ITM01022

  • CF30 Customer (22 Jun 2018 to 21 Sep 2018)
• Indoo Gordon

  IRN IXP00008

  • CF30 Customer (1 Nov 2007 to 21 May 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• James Burton Riley

  IRN JBR01049

  • CF30 Customer (1 Nov 2007 to 24 Jul 2009)
  • CF22 Investment Adviser (Trainee) (8 Jun 2005 to 31 Oct 2007)
• James Lee Featherstone

  IRN JLF01040

  • CF30 Customer (1 Sep 2009 to 28 Sep 2010)
• John Everett Kennedy

  IRN JEK01051

  • CF30 Customer (10 Oct 2011 to 20 Apr 2012)
• John George Sangster

  IRN JGS01107

  • CF30 Customer (25 Jun 2013 to 20 Jan 2014)
• John Graeme Eric Winstanley

  IRN JGW01073

  • CF30 Customer (30 May 2012 to 29 Aug 2014)
• John Haydn Jones

  IRN JHJ00003

  • CF30 Customer (1 Nov 2007 to 30 Apr 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Jonathan James Young

  IRN JJY00002

  • CF30 Customer (1 Nov 2007 to 2 Feb 2010)
  • CF21 Investment Adviser (9 Mar 2004 to 31 Oct 2007)
• Julian John Shawcross

  IRN JJS00032

  • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
  • CF21 Investment Adviser (8 Jul 2002 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.