Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Limited
FRN 197107
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 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)
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 25 Nov 2024)
- CF1 Director (AR) (since 22 Nov 2024)
- CF30 Customer (since 22 Nov 2024)
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Palantir Financial Planning Ltd
FRN 798500
- (1)Employed By (since 27 Feb 2018)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Nov 2024)
- CF1 Director (AR) (27 Feb 2018 to 21 Nov 2024)
- CF30 Customer (27 Feb 2018 to 21 Nov 2024)
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- CF1 Director (AR) (27 Feb 2018 to 21 Nov 2024)
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- CF21 Investment Adviser (1 Dec 2001 to 27 Dec 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.