Roger Green

Last updated
2 days ago
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Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 22 Dec 2009)
  • CDC Consultancy Limited

    FRN 768246

    • Employed By (since 23 Jan 2018)
  • Crawford Drake Limited (no longer approved here)

    FRN 582337

    • Employed By (21 Mar 2013 to 7 Jun 2018)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (498)Employed By (22 Dec 2009 to 25 Mar 2013)
  • Compass Financial Solutions Ltd (no longer approved here)

    FRN 230677

    • Employed By (8 Jan 2004 to 8 Apr 2005)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF21 Investment Adviser (11 Oct 2002 to 22 Jun 2004)
  • Lighthouse Premier Ltd (no longer approved here)

    FRN 218736

    • (3)Employed By (11 Oct 2002 to 22 Jun 2004)

Recent activity

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

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