Marc McGreevy

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.

  • M&G ADVICE PARTNERS LIMITED

    FRN 584256

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 1 May 2021)
    • CF1 Director (AR) (since 22 Mar 2021)
    • CF30 Customer (since 22 Mar 2021)
    • [FCA CF] Functions requiring qualifications (13 Aug 2020 to 30 Apr 2021)
    • [FCA CF] Client dealing (13 Aug 2020 to 30 Apr 2021)
    • CF30 Customer (16 Mar 2017 to 8 Dec 2019)
  • JEM Wealth Management Limited

    FRN 938402

    • (3)Employed By (since 22 Mar 2021)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (4 Sep 2008 to 13 Apr 2010)
    • CF30 Customer (22 Feb 2008 to 13 Apr 2010)
  • AIM Independent Financial Advisers Ltd (no longer approved here)

    FRN 479304

    • Employed By (22 Feb 2008 to 25 Sep 2014)
  • NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

    FRN 117664

    • CF21 Investment Adviser (2 Sep 2005 to 18 Jul 2006)
    • CF22 Investment Adviser (Trainee) (10 Jun 2004 to 2 Sep 2005)
  • N.F.U. Mutual Unit Managers Limited (no longer approved here)

    FRN 121922

    • CF21 Investment Adviser (2 Sep 2005 to 18 Jul 2006)
    • CF22 Investment Adviser (Trainee) (10 Jun 2004 to 2 Sep 2005)

Recent activity

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

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