Glen Christopher Marshall

Last updated
3 weeks ago
Watch for changes

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 19 Sep 2025)
    • CF1 Director (AR) (since 6 Sep 2025)
    • CF30 Customer (since 6 Sep 2025)
  • Ad Valorem Wealth Management Services Limited

    FRN 1040510

    • (2)Employed By (since 6 Sep 2025)
  • Cambourne Financial Planning Limited (no longer approved here)

    FRN 225183

    • [FCA CF] Client dealing (18 Dec 2023 to 3 Jun 2025)
    • [FCA CF] Functions requiring qualifications (5 Dec 2023 to 3 Jun 2025)

Recent activity

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

  1. controlled function removed: Employed By at Ad Valorem Wealth Management Services Limited

  2. controlled function added: (2)Employed By at Ad Valorem Wealth Management Services Limited