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
- Appointed representative dealing with clients for which they require qualification (since 25 Feb 2026)
- CF1 Director (AR) (since 12 Feb 2026)
- CF30 Customer (since 12 Feb 2026)
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Ivey Financial Planning Ltd
FRN 1050308
- (1)Employed By (since 12 Feb 2026)
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- (13)Employed By (1 Jul 2025 to 13 Feb 2026)
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- CF30 Customer (24 Jul 2023 to 13 Feb 2026)
- [FCA CF] Client dealing (24 Jul 2023 to 13 Feb 2026)
- Appointed representative dealing with clients for which they require qualification (24 Jul 2023 to 13 Feb 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.