Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Limited
FRN 197107
- 7. Giving personal recommendations on long-term care insurance contracts
- 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 17 Apr 2025)
- CF1 Director (AR) (since 21 Mar 2025)
- CF30 Customer (since 21 Mar 2025)
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EVEXIA FINANCIAL PLANNING LTD
FRN 1029628
- (1)Employed By (since 21 Mar 2025)
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- Appointed representative dealing with clients for which they require qualification (29 Apr 2021 to 25 Apr 2025)
- CF30 Customer (23 Apr 2021 to 25 Apr 2025)
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- (41)Employed By (23 Apr 2021 to 2 May 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.