Makala Green

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.

  • Scottish Widows Schroder Personal Wealth Limited

    FRN 830170

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 18 Nov 2022)
    • [FCA CF] Functions requiring qualifications (since 18 Nov 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2021)
    • CF30 Customer (29 May 2015 to 30 Nov 2021)
    • CF1 Director (AR) (29 May 2015 to 30 Nov 2021)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (27 Jun 2013 to 24 Oct 2013)

Recent activity

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

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