Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- Appointed representative dealing with clients for which they require qualification (since 17 Jan 2022)
- CF30 Customer (since 23 Dec 2021)
- CF4 Partner (AR) (since 23 Dec 2021)
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Fiduciary Partners LLP
FRN 497873
- (2)Employed By (since 2 Apr 2009)
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- Employed By (27 Dec 2012 to 31 Dec 2012)
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- CF30 Customer (1 Nov 2007 to 27 Feb 2009)
- CF21 Investment Adviser (14 Feb 2006 to 31 Oct 2007)
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- CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.