Craig Alan Greenall

Last updated
1 week ago
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Where they hold approval

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

  • WREN STERLING FINANCIAL PLANNING LIMITED

    FRN 665653

    • 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] Client dealing (since 1 Dec 2022)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2022)
  • Parker Kelly Financial Services Ltd (no longer approved here)

    FRN 692552

    • Responsible for Insurance Mediation (4 Jan 2016 to 2 Sep 2016)
    • CF11 Money Laundering Reporting (4 Jan 2016 to 2 Sep 2016)
    • CF30 Customer (4 Jan 2016 to 2 Sep 2016)
    • CF1 Director (4 Jan 2016 to 2 Sep 2016)
    • CF1 Director (AR) (4 Jan 2016 to 2 Sep 2016)
    • CF10 Compliance Oversight (4 Jan 2016 to 2 Sep 2016)
  • Maxwell Financial Planning Ltd (no longer approved here)

    FRN 515438

    • (5)Employed By (25 Mar 2010 to 2 Sep 2016)
  • Morecrofts Financial Services (no longer approved here)

    FRN 207682

    • (7)Employed By (4 Nov 2005 to 2 Sep 2016)

Recent activity

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

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