Andrea Kathryn Gregory

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.

  • WESLEYAN FINANCIAL SERVICES LIMITED

    FRN 134753

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 16 Dec 2025)
    • [FCA CF] Client dealing (since 16 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 26 Apr 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Apr 2021)
    • CF30 Customer (19 Feb 2016 to 8 Dec 2019)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (5 Oct 2015 to 16 Jan 2016)
  • Lifetime Wealth Management Limited (no longer approved here)

    FRN 400358

    • (35)Employed By (10 Apr 2013 to 7 Sep 2015)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (10 Apr 2013 to 7 Sep 2015)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

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