Wealth Doctor Financial Planning Ltd

FRN: 625181
Companies House: 08972423
Last scraped: 3 weeks ago

This firm operates as an appointed representative of ValidPath Limited. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

2 Union Road East

Abergavenny

Monmouthshire

NP7 5UW

UNITED KINGDOM

Phone

+4401873854488

Web

https://www.wealthdoctor.co.uk

Approved individuals

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

Grant Robert Pendleton
IRN GRP00017
- Employed By (31 Jul 2014 to 30 Apr 2021)
Gregor MacFarlane
IRN GSM00001
- Employed By (8 Oct 2014 to 19 Oct 2018)
James David Phillips
IRN JXP00549
- Employed By (3 Feb 2022 to 3 Jun 2025)
Joshua Lewis
IRN JXL01850
- Employed By (since 15 Apr 2016)

Recent activity

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

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.