David Philip Robertson

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 20 Nov 2025)
    • CF1 Director (AR) (since 13 Nov 2025)
    • CF30 Customer (since 13 Nov 2025)
  • Robertson's Wealth Management Ltd

    FRN 1043793

    • (1)Employed By (since 13 Nov 2025)
  • Emery (IFA) Limited (no longer approved here)

    FRN 526134

    • [FCA CF] Client dealing (25 Oct 2023 to 31 Oct 2025)
    • [FCA CF] Functions requiring qualifications (10 May 2023 to 31 Oct 2025)
  • Tenet & You Limited (no longer approved here)

    FRN 455280

    • Employed By (8 Sep 2020 to 31 May 2022)
  • Tenet Mortgage Solutions Limited (no longer approved here)

    FRN 588724

    • Employed By (4 May 2020 to 31 May 2022)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (1 May 2020 to 31 May 2022)
    • [FCA CF] Client dealing (26 Feb 2020 to 6 May 2020)
    • [FCA CF] Functions requiring qualifications (26 Feb 2020 to 6 May 2020)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2022)
  • Aspire Financial Management Ltd (no longer approved here)

    FRN 568595

    • Employed By (1 May 2020 to 31 May 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (5 Sep 2018 to 15 Nov 2019)

Recent activity

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

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