Adam Jonathan Green

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Best Practice IFA Group Limited

    FRN 223112

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 9A. Advising on P2P agreements
    • 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
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • Appointed representative dealing with clients for which they require qualification (since 16 Oct 2025)
    • CF30 Customer (since 16 Oct 2025)
    • [FCA CF] Client dealing (since 16 Oct 2025)
    • CF1 Director (AR) (16 Oct 2025 to 27 Nov 2025)
  • Inco Financial Limited

    FRN 991017

    • (1)Employed By (since 16 Oct 2025)
  • Forvis Mazars Financial Planning Limited (no longer approved here)

    FRN 182644

    • [FCA CF] Manager of certification employee (5 Sep 2024 to 25 Jul 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Jul 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 25 Jul 2025)
    • CF30 Customer (23 Aug 2019 to 8 Dec 2019)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.