Where they hold approval

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

  • Greystone Financial Services Limited (no longer approved here)

    FRN 154622

    • Appointed representative dealing with clients for which they require qualification (29 Mar 2021 to 19 Mar 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 19 Mar 2024)
    • SMF3 Executive Director (9 Dec 2019 to 18 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Mar 2024)
    • CF30 Customer (1 Nov 2007 to 2 Oct 2023)
    • CF1 Director (1 Dec 2001 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Margetts Fund Management Limited (no longer approved here)

    FRN 208565

    • CF1 Director (AR) (1 Jul 2005 to 9 Sep 2010)
  • Greystone Wealth Management Ltd (no longer approved here)

    FRN 433115

    • (8)Employed By (26 May 2005 to 9 Sep 2010)
  • HLB Financial Services Limited (no longer approved here)

    FRN 207576

    • Employed By (24 Nov 2001 to 2 Oct 2023)

Recent activity

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

No changes recorded yet.