Freedom Financial Planning Ltd
Investment and advice, Holistic financial planner
4 Old Manse Manor, Newtownabbey, County Antrim, BT37 0UW
Summary
Freedom Financial Planning Ltd is a County Antrim-based holistic financial planner. It was first authorised by the FCA in 2020. It has permissions related to credit, investments, and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Miss Emma Jane Greer)
Role appointment: [FCA CF] Functions requiring qualifications (Miss Emma Jane Greer)
First authorised by the FCA
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Miss Emma Jane Greer
CPD4 - Personal recommendation on retail investments (not broker funds)
Miss Emma Jane Greer
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Miss Emma Jane Greer
CPD7 - Personal recommendation on long-term care insurance
Miss Emma Jane Greer
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Miss Emma Jane Greer
FAQ
Explore more public profiles and role directories.