Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Greystone Financial Services Limited
FRN 154622
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Oct 2023)
- CF30 Customer (24 Mar 2014 to 13 Jul 2018)
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- Employed By (22 Sep 2017 to 13 Jul 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.