Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Limited
FRN 197107
- 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)
- Appointed representative dealing with clients for which they require qualification (since 6 Jan 2026)
- CF30 Customer (since 22 Dec 2025)
- CF1 Director (AR) (since 22 Dec 2025)
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GW Pension Advisor Limited
FRN 1045840
- (1)Employed By (since 22 Dec 2025)
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- [FCA CF] Functions requiring qualifications (2 May 2023 to 30 Nov 2025)
- [FCA CF] Client dealing (2 May 2023 to 30 Nov 2025)
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- CF30 Customer (22 May 2018 to 30 Aug 2019)
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- (4)Employed By (22 May 2018 to 30 Aug 2019)
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- CF30 Customer (27 Jun 2017 to 14 Feb 2018)
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- Employed By (27 Jun 2017 to 14 Feb 2018)
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- (29)Employed By (2 Jun 2016 to 24 Apr 2017)
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- CF30 Customer (1 Jun 2016 to 24 Apr 2017)
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- CF30 Customer (15 Oct 2014 to 17 Jun 2016)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Financial Planning For Professionals Limited
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controlled function added: (29)Employed By at Financial Planning For Professionals Limited