Gary John Millership

Last updated
5 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Greentree Wealth Management Limited

    FRN 956993

    • 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 5 Jul 2022)
    • [FCA CF] Client dealing (since 5 Jul 2022)
    • Responsible for Insurance Distribution (since 4 Jul 2022)
    • SMF16 Compliance Oversight (since 4 Jul 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 4 Jul 2022)
    • SMF3 Executive Director (since 4 Jul 2022)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • CF1 Director (AR) (24 Nov 2020 to 1 Jul 2021)
    • CF30 Customer (24 Nov 2020 to 1 Jul 2021)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF22 Investment Adviser (Trainee) (9 Sep 2004 to 26 Jan 2007)

Recent activity

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

No changes recorded yet.