Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 19 Mar 2026)
- CF30 Customer (since 19 Mar 2026)
- Appointed representative dealing with clients for which they require qualification (since 19 Mar 2026)
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LUCID FINANCIAL PLANNING LTD
FRN 1051399
- Employed By (since 19 Mar 2026)
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- [FCA CF] Functions requiring qualifications (22 Jul 2025 to 13 Feb 2026)
- [FCA CF] Client dealing (22 Jul 2025 to 13 Feb 2026)
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- [FCA CF] Client dealing (30 Oct 2024 to 18 Jul 2025)
- [FCA CF] Functions requiring qualifications (30 Oct 2024 to 18 Jul 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.