Kelly Greig Greatholder

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.

  • Stonebridge Mortgage Solutions Ltd

    FRN 454811

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 27 Jan 2025)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (20 Apr 2021 to 15 Dec 2022)
  • Advance Mortgage Funding Limited (no longer approved here)

    FRN 305008

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Apr 2021)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (11 Sep 2002 to 3 Nov 2002)
    • CF22 Investment Adviser (Trainee) (2 Apr 2002 to 11 Sep 2002)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (11 Sep 2002 to 3 Nov 2002)
    • CF22 Investment Adviser (Trainee) (2 Apr 2002 to 11 Sep 2002)
  • Staffordshire Financial Services Ltd (no longer approved here)

    FRN 210725

    • Employed By (2 Apr 2002 to 3 Nov 2002)
  • BA (GI) Limited (no longer approved here)

    FRN 117647

    • CF21 Investment Adviser (1 Dec 2001 to 29 Jan 2002)

Recent activity

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

No changes recorded yet.