David Green

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.

  • Sense Network Limited

    FRN 465124

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 4 Jan 2021)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jan 2021)
    • CF1 Director (AR) (since 3 Dec 2020)
    • CF30 Customer (since 3 Dec 2020)
  • Echo Financial Management Ltd

    FRN 935884

    • (1)Employed By (since 3 Dec 2020)
  • ADVISER BUSINESS SOLUTIONS LIMITED (no longer approved here)

    FRN 190181

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Dec 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Dec 2020)
    • CF30 Customer (27 Aug 2013 to 2 Dec 2020)
  • DMJ Associates (no longer approved here)

    FRN 468860

    • (20)Employed By (27 Aug 2013 to 12 May 2023)

Recent activity

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

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