Lisa Angharad Taylor

Last updated
1 week ago
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Where they hold approval

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

  • Greystone Financial Services Limited

    FRN 154622

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 24 Jul 2025)
    • [FCA CF] Client dealing (since 19 Jul 2022)
    • [FCA CF] Functions requiring qualifications (since 19 Jul 2022)
    • CF30 Customer (since 30 Mar 2022)
  • HLB Financial Services Limited

    FRN 207576

    • Employed By (since 30 Mar 2022)
  • Pareto Financial Planning Limited (no longer approved here)

    FRN 618272

    • CF30 Customer (3 Sep 2018 to 26 Nov 2018)
  • DOMINION FINANCIAL MANAGEMENT LIMITED (no longer approved here)

    FRN 763604

    • CF30 Customer (1 Aug 2017 to 31 Aug 2018)

Recent activity

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

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