Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Greystone Financial Services Limited
FRN 154622
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not 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)
- Appointed representative dealing with clients for which they require qualification (since 29 Mar 2021)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (since 24 Sep 2010)
- CF4 Partner (AR) (since 24 Sep 2010)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Mar 2021)
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Hillyer McKeown Financial Services LLP
FRN 531084
- Employed By (since 24 Sep 2010)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.