Anton Ross Davies

Last updated
2 weeks 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

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 16 Dec 2024)
    • CF1 Director (AR) (since 10 Dec 2024)
    • CF30 Customer (since 10 Dec 2024)
  • Gregory Davies Wealth Management Ltd

    FRN 923669

    • (1)Employed By (since 10 Dec 2024)
    • (3)Employed By (21 Apr 2020 to 6 Dec 2024)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • [FCA CF] Client dealing (22 Jul 2020 to 24 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (22 Jul 2020 to 6 Dec 2024)
    • CF1 Director (AR) (21 Apr 2020 to 6 Dec 2024)
    • CF30 Customer (21 Apr 2020 to 6 Dec 2024)
  • HawkinsThomas Ltd (no longer approved here)

    FRN 747212

    • (6)Employed By (20 Mar 2019 to 17 Jul 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (18 Oct 2018 to 17 Jul 2019)
  • NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

    FRN 117664

    • CF30 Customer (28 Feb 2012 to 28 Jun 2013)

Recent activity

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

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