Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Greycoat Financial Services Limited
FRN 917269
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 7. Giving personal recommendations on long-term care insurance contracts
- 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
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 8 Dec 2021)
- [FCA CF] Client dealing (since 8 Dec 2021)
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- [FCA CF] Functions requiring qualifications (16 Sep 2020 to 3 Dec 2021)
- [FCA CF] Client dealing (16 Sep 2020 to 3 Dec 2021)
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- CF30 Customer (2 Jan 2019 to 31 Aug 2020)
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- (579)Employed By (2 Jan 2019 to 31 Aug 2020)
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- CF30 Customer (15 Sep 2017 to 25 Dec 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.