Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Limited
FRN 197107
- 21. Advising or arranging (bringing about) equity release transactions
- 9A. Advising on P2P agreements
- 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)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 26 Jul 2024)
- CF1 Director (AR) (since 14 Jul 2024)
- CF30 Customer (since 14 Jul 2024)
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Better Future Financial Planning Limited
FRN 1015893
- Employed By (since 14 Jul 2024)
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- [FCA CF] Client dealing (1 Jun 2023 to 15 Jul 2024)
- [FCA CF] Functions requiring qualifications (1 Jun 2023 to 15 Jul 2024)
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- [FCA CF] Client dealing (9 Dec 2019 to 3 May 2023)
- SMF3 Executive Director (9 Dec 2019 to 26 May 2023)
- [FCA CF] Manager of certification employee (9 Dec 2019 to 3 May 2023)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 May 2023)
- CF1 Director (27 Nov 2017 to 8 Dec 2019)
- CF30 Customer (5 Dec 2016 to 8 Dec 2019)
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- (44)Employed By (12 Mar 2009 to 5 Jun 2009)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.