Fiona Mary Reid 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.

  • EIS FINANCIAL SERVICES LIMITED

    FRN 401581

    • 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] Functions requiring qualifications (since 22 Feb 2023)
    • [FCA CF] Client dealing (since 22 Feb 2023)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (114)Employed By (1 Apr 2020 to 24 Dec 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2021)
    • CF30 Customer (28 Dec 2018 to 24 Dec 2021)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (384)Employed By (28 Dec 2018 to 24 Dec 2021)
  • LEGAL & MEDICAL INVESTMENTS LIMITED (no longer approved here)

    FRN 185193

    • CF30 Customer (9 Jan 2017 to 14 Dec 2018)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 30 Dec 2016)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (29 Jun 2004 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (11 Aug 2003 to 29 Jun 2004)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (29 Jun 2004 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (11 Aug 2003 to 29 Jun 2004)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (22 Mar 2002 to 31 Aug 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Mar 2002)

Recent activity

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

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