Sarah Jane Greely

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • R.J. Hurst & Partners Limited

    FRN 116306

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2020)
    • [FCA CF] Client dealing (since 9 Dec 2020)
    • CF30 Customer (since 14 May 2019)
  • Green Lane Financial Planning Limited

    FRN 820444

    • (1)Employed By (since 14 May 2019)
  • Pharon Independent Financial Advisers Limited (no longer approved here)

    FRN 138169

    • CF30 Customer (24 May 2010 to 30 Nov 2012)

Recent activity

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

  1. controlled function removed: Employed By at Green Lane Financial Planning Limited

  2. controlled function added: (1)Employed By at Green Lane Financial Planning Limited