Jackie Greenwood

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • 9A. Advising on P2P agreements
    • Appointed representative dealing with clients for which they require qualification (since 1 Feb 2024)
    • [FCA CF] Client dealing (since 1 Feb 2024)
    • CF1 Director (AR) (since 31 Jan 2024)
    • CF30 Customer (since 31 Jan 2024)
  • R T Financial Planners Limited

    FRN 1009143

    • (4)Employed By (since 31 Jan 2024)
  • R T Financial Planners Ltd (no longer approved here)

    FRN 408235

    • (5)Employed By (11 Nov 2004 to 13 Oct 2010)

Recent activity

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

No changes recorded yet.