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 10 Feb 2026)
- CF1 Director (AR) (since 30 Dec 2025)
- CF30 Customer (since 30 Dec 2025)
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Core Financial Planning Ltd
FRN 1046477
- Employed By (since 30 Dec 2025)
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- [FCA CF] Functions requiring qualifications (28 Mar 2024 to 9 Feb 2026)
- [FCA CF] Client dealing (28 Mar 2024 to 9 Feb 2026)
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- [FCA CF] Functions requiring qualifications (1 Oct 2020 to 1 Mar 2024)
- [FCA CF] Client dealing (1 Oct 2020 to 1 Mar 2024)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2020)
- CF30 Customer (10 Apr 2015 to 7 Sep 2020)
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- (63)Employed By (31 Mar 2015 to 7 Sep 2020)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (63)Employed By at One Financial Planning Ltd