Waystone Financial Investments Limited

• Principal Place of Business

  3rd Floor, Central Square

  29 Wellington Street

  Leeds

  LS1 4DL

  UNITED KINGDOM

  Phone

  +4403459220044

  Web

  https://www.fundsolutions.net

• Complaints Contact

  3rd Floor

  Central Square

  29 Wellington Street

  Leeds

  LS1 4DL

  UNITED KINGDOM

  Phone

  +4403459220044

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Rights to or interests in investments (Security), Share, Unit

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

• 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 Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit

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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.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit

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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.

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit

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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.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit

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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.

• Holds Your Assets

  For Eligible Counterparty, Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit

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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.

• Adam Tookey

  IRN AXT00243

  • [FCA CF] Significant management (17 Dec 2020 to 1 May 2025)
  • [FCA CF] Material risk taker (17 Dec 2020 to 1 May 2025)
• Adrian Geoffrey Bond

  IRN AGB00021

  • [FCA CF] Material risk taker (21 Dec 2020 to 10 Sep 2021)
  • [FCA CF] Significant management (21 Dec 2020 to 10 Sep 2021)
• Andrew Berry

  IRN AXB02987

  • SMF3 Executive Director (since 1 May 2025)
  • SMF9 Chair of the Governing Body (since 1 May 2025)
• Andrew George Parker

  IRN AGP01076

  • CF1 Director (14 Mar 2014 to 15 Sep 2017)
• Andrew Norwell

  IRN AXN00434

  • [FCA CF] Material risk taker (since 3 Apr 2025)
  • [FCA CF] Client dealing (since 3 Apr 2025)
• Andrew Paul Tyrtania

  IRN APT01031

  • CF27 Investment Management (1 Dec 2001 to 31 Jan 2002)
• Andrew Richard Lelliott

  IRN ARL01102

  • SMF1 Chief Executive (9 Dec 2019 to 25 Nov 2022)
  • SMF3 Executive Director (9 Dec 2019 to 25 Nov 2022)
  • Responsible for Insurance Distribution (2 Jul 2019 to 25 Nov 2022)
  • CF1 Director (29 May 2019 to 8 Dec 2019)
  • CF3 Chief Executive (29 May 2019 to 8 Dec 2019)
• Ann Catherine Hall

  IRN ACH01054

  • [FCA CF] Client dealing (since 18 Jan 2021)
  • [FCA CF] Material risk taker (since 18 Jan 2021)
• Anthony John Moore

  IRN AJM01516

  • CF13 Finance (19 Nov 2004 to 29 Aug 2006)
• Anthony O'Keeffe

  IRN AXO01374

  • CF1 Director (6 Oct 2011 to 30 Sep 2019)

No changes recorded yet.