Gavin MacKinnon

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 3 Dec 2024)
    • CF1 Director (AR) (since 2 Dec 2024)
    • CF30 Customer (since 2 Dec 2024)
  • CRM Financial Planning Ltd

    FRN 1019661

    • Employed By (since 2 Dec 2024)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Functions requiring qualifications (4 Oct 2022 to 31 May 2024)
    • [FCA CF] Client dealing (4 Oct 2022 to 31 May 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (4 Oct 2022 to 31 May 2024)
    • [FCA CF] Client dealing (4 Oct 2022 to 31 May 2024)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (18 Mar 2014 to 22 Apr 2015)

Recent activity

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

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