Adam Keith McCallion

Last updated
2 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • ValidPath Limited

    FRN 197107

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 18 Feb 2026)
    • CF1 Director (AR) (since 9 Jan 2026)
    • CF30 Customer (since 9 Jan 2026)
  • Concierge Wealth Management Ltd

    FRN 562812

    • Employed By (since 9 Jan 2026)
    • Employed By (2 Sep 2011 to 12 Feb 2026)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Client dealing (9 Dec 2019 to 12 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Feb 2026)
    • CF1 Director (AR) (2 Sep 2011 to 12 Feb 2026)
    • CF30 Customer (2 Sep 2011 to 12 Feb 2026)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (27 Aug 2008 to 24 Feb 2012)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (1 Nov 2007 to 1 Dec 2008)
    • CF21 Investment Adviser (10 Aug 2006 to 31 Oct 2007)
  • James Tierney (no longer approved here)

    FRN 197093

    • (9)Employed By (10 Aug 2006 to 1 Dec 2008)
  • Parkers Financial Limited (no longer approved here)

    FRN 222144

    • (9)Employed By (10 Aug 2006 to 1 Dec 2008)
  • Mishon Mackay Financial Management Limited (no longer approved here)

    FRN 409164

    • (9)Employed By (10 Aug 2006 to 1 Dec 2008)
  • Carden's Wealth Mangement Limited (no longer approved here)

    FRN 453308

    • Employed By (10 Aug 2006 to 1 Dec 2008)

Recent activity

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

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