Melanie Ann Green

Last updated
5 days ago
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Where they hold approval

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

  • Melanie Green Financial Planning Limited

    FRN 958173

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • Responsible for Insurance Distribution (since 4 Jan 2022)
    • Responsibility for MCD Intermediation (since 4 Jan 2022)
    • [FCA CF] Functions requiring qualifications (since 4 Jan 2022)
    • [FCA CF] Client dealing (since 4 Jan 2022)
    • SMF3 Executive Director (since 4 Jan 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 4 Jan 2022)
    • SMF16 Compliance Oversight (since 4 Jan 2022)
  • Gill & Green Financial Planning Ltd (no longer approved here)

    FRN 802394

    • [FCA CF] Client dealing (1 Dec 2020 to 25 Mar 2022)
    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 25 Feb 2022)
    • SMF3 Executive Director (9 Dec 2019 to 25 Feb 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 25 Feb 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 25 Feb 2022)
    • Responsible for Insurance Mediation (14 May 2018 to 30 Sep 2018)
    • CF30 Customer (14 May 2018 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (14 May 2018 to 8 Dec 2019)
    • CF1 Director (14 May 2018 to 8 Dec 2019)
    • Responsibility for MCD Intermediation (14 May 2018 to 25 Feb 2022)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (8 Oct 2014 to 17 Sep 2018)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (544)Employed By (28 Feb 2012 to 14 Jan 2015)
  • Financial Experience Ltd (no longer approved here)

    FRN 500493

    • (8)Employed By (18 Apr 2011 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (25 May 2010 to 14 Jan 2015)
  • Broadview Financial Services Ltd (no longer approved here)

    FRN 475431

    • Employed By (25 May 2010 to 8 Dec 2019)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (15 Jun 2009 to 2 Jun 2010)
  • Tailormade Financial Planning Ltd (no longer approved here)

    FRN 195009

    • (14)Employed By (7 May 2003 to 29 Dec 2006)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)
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Recent activity

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

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