Amanda Jane Green

Last updated
2 weeks ago
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Where they hold approval

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

  • SCHOFIELD MONEY LIMITED

    FRN 539921

    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 14 Apr 2025)
    • [FCA CF] Client dealing (since 14 Apr 2025)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2025)
    • CF30 Customer (8 Sep 2016 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (27 May 2016 to 31 Jul 2016)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (11 Dec 2008 to 22 Jun 2016)
  • PERSPECTIVE (SOUTH EAST) LIMITED (no longer approved here)

    FRN 178690

    • CF30 Customer (17 Nov 2008 to 17 Nov 2008)

Recent activity

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

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