Foundation Investment Management Limited
aka Greystone Wealth Management, Foundation Investment Management Limited
About
We are a private investment company that invests in a wide variety of small to medium businesses, covering a wide variety of sectors. Get in touch today.
Source: fipl.co.ukContact & Location
Regulatory Information
- FRN
- 612117
- Status
- Authorised
- Date Authorised
- 14 November 2014
- Years Authorised
- 11 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Managing investments
- ✓Dealing in investments as agent
- ✓Arranging safeguarding and administration of assets
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 08107958
- Company Status
- Active
- Incorporation Date
- 18 June 2012
- Directors
- 2
- Accounts Category
- Small
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (18)
Neil Alexander
ApprovedCertifiedKeith Horner
ApprovedCertifiedThomas Samuel Lush
ApprovedCertifiedAndrew Wagstaff
ApprovedCertifiedAlexander Mark Ward
ApprovedCertifiedLaura Louise Peel
ApprovedCertifiedSamuel Lewis Williams
ApprovedCertifiedDuncan Alexander Forbes
ApprovedCertifiedJames Robert Jackson
CertifiedIan James Grundy
CertifiedAndrew McLaren
CertifiedAndrew Edward Waldren
No longer requiredAmit Kotha
ApprovedCertifiedRobin Townsend
ApprovedCertifiedTobhias Jonathan Ricketts
ApprovedCertifiedJames Menzies
No longer requiredThomas David Evans
CertifiedKeith Walton Thompson
Certified
Quick Facts
- Altrincham, North West
- 11 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 9 FCA permissions
- CH 08107958
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.