Barton Dyke Dalton II

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • 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 2 Oct 2024)
    • CF1 Director (AR) (since 27 Sep 2024)
    • CF30 Customer (since 27 Sep 2024)
  • Temple Row Wealth Management Ltd

    FRN 846077

    • (2)Employed By (since 27 Sep 2024)
    • (2)Employed By (3 Sep 2019 to 8 Dec 2022)
  • 42 Wealth Management Ltd (no longer approved here)

    FRN 732318

    • CF1 Director (AR) (20 Nov 2023 to 1 Oct 2024)
    • CF30 Customer (20 Nov 2023 to 1 Oct 2024)
    • [FCA CF] Client dealing (5 Jan 2023 to 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (5 Jan 2023 to 8 Oct 2024)
  • Temple Row Financial Ltd (no longer approved here)

    FRN 956465

    • Employed By (20 Nov 2023 to 7 Oct 2024)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Dec 2022)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 8 Dec 2022)
    • CF1 Director (AR) (22 Jul 2014 to 8 Dec 2022)
    • CF30 Customer (22 Jul 2014 to 8 Dec 2022)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF1 Director (AR) (20 Feb 2012 to 20 Aug 2014)
    • CF30 Customer (29 Jun 2011 to 20 Aug 2014)
  • Taurus Wealth Management Ltd (no longer approved here)

    FRN 574603

    • Employed By (13 Feb 2012 to 20 Aug 2014)
  • Portland Wealth Ltd (no longer approved here)

    FRN 552102

    • Employed By (29 Jun 2011 to 8 Dec 2022)
  • AMP Wealth Management Limited (no longer approved here)

    FRN 519490

    • Employed By (12 Mar 2010 to 1 Nov 2011)
  • Portland Wealth Management Limited (no longer approved here)

    FRN 516596

    • (12)Employed By (12 Feb 2010 to 8 Dec 2022)

Recent activity

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

  1. controlled function removed: Employed By at Temple Row Wealth Management Ltd

  2. controlled function added: (2)Employed By at Temple Row Wealth Management Ltd

  3. controlled function removed: Employed By at Portland Wealth Management Limited

  4. controlled function added: (12)Employed By at Portland Wealth Management Limited