Catherine Laura Greeves

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 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)
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 28 Oct 2015)
    • CF30 Customer (since 28 Oct 2015)
  • Greenstone Financial Planning Ltd

    FRN 720213

    • (1)Employed By (since 28 Oct 2015)
  • AV Trinity Limited (no longer approved here)

    FRN 182032

    • CF30 Customer (12 Aug 2013 to 14 Jul 2015)
  • Navigator Financial Planning Limited (no longer approved here)

    FRN 587701

    • (84)CF30 Customer (8 Apr 2013 to 15 Apr 2013)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 8 Jun 2009)
    • CF21 Investment Adviser (28 Aug 2007 to 31 Oct 2007)

Recent activity

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

  1. controlled function added: (84)CF30 Customer at Navigator Financial Planning Limited