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Foundation Investment Management Limited

aka Greystone Wealth Management, Foundation Investment Management Limited

Authorised FRN 612117

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.uk

Contact & Location

Address

100 Wigmore St, London W1U 3RN, UK
More advisers in Trafford

Opening Hours

Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed

Regulated Services

Investment Management
Pension Transfer Advice
Pension Advice
Investment Advice

Regulatory Information

Status
Authorised
Date Authorised
14 November 2014
Years Authorised
11 years
Regulator
FCA
Disciplinary Record
Clean Record

FCA Permissions (9)

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

    ApprovedCertified
  • Keith Horner

    ApprovedCertified
  • Thomas Samuel Lush

    ApprovedCertified
  • Andrew Wagstaff

    ApprovedCertified
  • Alexander Mark Ward

    ApprovedCertified
  • Laura Louise Peel

    ApprovedCertified
  • Samuel Lewis Williams

    ApprovedCertified
  • Duncan Alexander Forbes

    ApprovedCertified
  • James Robert Jackson

    Certified
  • Ian James Grundy

    Certified
  • Andrew McLaren

    Certified
  • Andrew Edward Waldren

    No longer required
  • Amit Kotha

    ApprovedCertified
  • Robin Townsend

    ApprovedCertified
  • Tobhias Jonathan Ricketts

    ApprovedCertified
  • James Menzies

    No longer required
  • Thomas David Evans

    Certified
  • Keith 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.