Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
ValidPath Limited
FRN 197107
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 30 Jan 2026)
- CF1 Director (AR) (since 19 Jan 2026)
- CF30 Customer (since 19 Jan 2026)
-
TRUSTED WEALTH LTD
FRN 997121
- Employed By (since 19 Jan 2026)
- Employed By (13 Jun 2023 to 31 Dec 2025)
-
- Appointed representative dealing with clients for which they require qualification (24 Aug 2023 to 31 Dec 2025)
- CF1 Director (AR) (13 Jun 2023 to 31 Dec 2025)
- CF30 Customer (13 Jun 2023 to 31 Dec 2025)
- [FCA CF] Client dealing (6 Mar 2023 to 23 Feb 2024)
- [FCA CF] Functions requiring qualifications (6 Mar 2023 to 23 Feb 2024)
-
- Appointed representative dealing with clients for which they require qualification (11 Feb 2020 to 22 Sep 2022)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Sep 2022)
- CF30 Customer (29 Jun 2018 to 8 Dec 2019)
-
- CF30 Customer (6 Feb 2017 to 21 Feb 2018)
-
- CF30 Customer (1 Nov 2013 to 6 Mar 2016)
-
- CF30 Customer (27 May 2011 to 11 Nov 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.