Daniel Michael Dominic Shread

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.

  • MDC Financial Planning Limited

    FRN 934745

    • (1)Employed By (since 4 Sep 2024)
  • Greystone Financial Services Limited

    FRN 154622

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 22 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 12 Jun 2024)
    • [FCA CF] Client dealing (since 12 Jun 2024)
  • HLB Financial Services Limited

    FRN 207576

    • Employed By (since 22 Jul 2024)
  • Direct Wealth Management Limited (no longer approved here)

    FRN 765903

    • [FCA CF] Client dealing (7 Feb 2020 to 22 May 2024)
    • [FCA CF] Functions requiring qualifications (7 Feb 2020 to 22 May 2024)
  • PROFILE FINANCIAL SOLUTIONS LTD (no longer approved here)

    FRN 596398

    • CF30 Customer (13 Jan 2016 to 11 Aug 2017)

Recent activity

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

No changes recorded yet.