ValidPath Limited

Date authorised
1 April 2013
Companies House
04273538
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Maltings
    East Tyndall Street
    Cardiff Bay
    Cardiff
    CF24 5EA
    UNITED KINGDOM
    Phone
    +4402920351465
    Web
    https://www.validpath.co.uk

  • Complaints Contact

    The Maltings
    East Tyndall Street
    Cardiff Bay
    Cardiff
    CF24 5EA
    UNITED KINGDOM
    Phone
    +4402920351465

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, Unit

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts, Structured Deposits

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Stephen Jonathan Morrell

    IRN SJM01416

    • CF1 Director (AR) (1 Jul 2005 to 19 Jan 2009)
  • Stephen Paul Stobie

    IRN SPS01120

    • 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 13 Mar 2025)
    • CF30 Customer (since 11 Feb 2025)
  • Stephen Paul Wilson

    IRN SPW01089

    • CF1 Director (AR) (27 Jan 2015 to 16 Mar 2015)
    • CF30 Customer (27 Jan 2015 to 16 Mar 2015)
  • Stephen William Berry

    IRN SWB00008

    • CF21 Investment Adviser (28 Jul 2006 to 7 Nov 2006)
  • Stephen Wilson

    IRN SXW00031

    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 11. Pension transfer specialist
    • CF4 Partner (AR) (since 10 Oct 2025)
    • CF30 Customer (since 2 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Feb 2020)
  • Steven Michael Speczyk

    IRN SMS00020

    • CF30 Customer (1 Nov 2007 to 6 Jun 2018)
    • CF21 Investment Adviser (1 Oct 2002 to 31 Oct 2007)
  • Stewart Dow Rolls

    IRN SXR01322

    • Appointed representative dealing with clients for which they require qualification (18 Mar 2022 to 20 Jun 2023)
    • CF1 Director (AR) (23 Dec 2021 to 20 Jun 2023)
    • CF30 Customer (23 Dec 2021 to 20 Jun 2023)
  • Stuart Adam Redbond

    IRN SAR01246

    • CF1 Director (AR) (10 May 2017 to 15 Dec 2022)
  • Stuart Evans

    IRN SXE01175

    • 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 10 Nov 2025)
    • CF30 Customer (since 4 Nov 2025)
  • Stuart Farrell

    IRN SXF01210

    • CF1 Director (AR) (since 14 Jan 2026)
    • CF30 Customer (since 14 Jan 2026)
    • Appointed representative dealing with clients for which they require qualification (8 Jan 2025 to 9 Jan 2025)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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