Adam Derek Cuthbert

• ValidPath Limited

  FRN 197107

  • 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)
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • Appointed representative dealing with clients for which they require qualification (since 3 Mar 2025)
  • CF1 Director (AR) (since 16 Feb 2025)
  • CF30 Customer (since 16 Feb 2025)
• Kato Wealth Planning Ltd

  FRN 1026516

  • (1)Employed By (since 16 Feb 2025)
• ELEVATION WEALTH MANAGEMENT LIMITED (no longer approved here)

  FRN 456358

  • SMF3 Executive Director (6 Feb 2024 to 12 Feb 2025)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Feb 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 11 Feb 2025)
  • CF1 Director (AR) (27 Nov 2015 to 12 Feb 2025)
  • CF30 Customer (10 Apr 2015 to 12 Feb 2025)
• Cedar Wealth Planning Ltd (no longer approved here)

  FRN 709438

  • Employed By (6 Jul 2021 to 12 Feb 2025)
• Sense Network Limited (no longer approved here)

  FRN 465124

  • CF30 Customer (4 Jan 2013 to 22 Apr 2015)
• Investment Sense Ltd (no longer approved here)

  FRN 515511

  • (12)Employed By (4 Jan 2013 to 22 Apr 2015)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (30 Jul 2010 to 11 Nov 2012)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF21 Investment Adviser (31 Jan 2006 to 10 Mar 2006)
  • CF22 Investment Adviser (Trainee) (28 Feb 2003 to 31 Jan 2006)

No changes recorded yet.