David Alexander Greenwood

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.

  • ASHWORTH FINANCIAL PLANNING LIMITED

    FRN 606805

    • 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)
    • 9A. Advising on P2P agreements
    • CF1 Director (AR) (since 12 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 9 Jan 2017)
  • WithYou Wealth Ltd

    FRN 768375

    • Employed By (since 9 Jan 2017)
  • Union Bancaire Privée (UK) Limited (no longer approved here)

    FRN 119250

    • CF30 Customer (19 Jun 2013 to 6 Mar 2016)
  • Kingsfleet Wealth Limited (no longer approved here)

    FRN 514731

    • CF30 Customer (10 Jul 2012 to 26 Apr 2013)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF23 Corporate Finance Adviser (15 Sep 2003 to 6 Jul 2007)

Recent activity

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

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