Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Limited
FRN 197107
- CF1 Director (AR) (since 27 Mar 2026)
- CF30 Customer (since 27 Mar 2026)
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Fairmile Financial Planning Ltd
FRN 1053548
- Employed By (since 27 Mar 2026)
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ORCHARD HOUSE (I.F.A.S) LTD.
FRN 433181
- 21. Advising or arranging (bringing about) equity release transactions
- 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
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (30 May 2014 to 8 Dec 2019)
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- CF30 Customer (20 Dec 2013 to 29 May 2014)
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- CF30 Customer (7 Sep 2010 to 31 Dec 2011)
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- CF30 Customer (28 Nov 2008 to 23 Jul 2010)
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- CF21 Investment Adviser (2 May 2002 to 13 Feb 2004)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 2 May 2002)
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- CF21 Investment Adviser (2 May 2002 to 30 Aug 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.