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)
- CF1 Director (AR) (since 15 Apr 2026)
- Appointed representative dealing with clients for which they require qualification (since 18 Mar 2025)
- CF30 Customer (since 21 Feb 2025)
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Stable Planning Ltd
FRN 1053424
- Employed By (since 15 Apr 2026)
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XV WEALTH LIMITED
FRN 1024961
- Employed By (since 21 Feb 2025)
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- [FCA CF] Client dealing (30 Jan 2024 to 14 Mar 2025)
- [FCA CF] Functions requiring qualifications (30 Jan 2024 to 14 Mar 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.