Emily Jane Pool

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

    • 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 12 Jan 2023)
    • CF1 Director (AR) (since 28 Oct 2022)
    • CF30 Customer (since 28 Oct 2022)
  • Happy Planet Financial Planning Limited

    FRN 985764

    • (1)Employed By (since 28 Oct 2022)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Dec 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2022)
    • CF30 Customer (19 Sep 2018 to 30 Dec 2022)
  • Perceptive Financial Solutions Ltd (no longer approved here)

    FRN 511512

    • (1)Employed By (19 Sep 2018 to 30 Dec 2022)

Recent activity

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

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