Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 13 Jun 2018)
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City Capital Financial Planning LLP
FRN 584402
- Employed By (since 13 Jun 2018)
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- CF30 Customer (13 Feb 2015 to 11 Jun 2018)
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- (11)Employed By (21 Nov 2014 to 11 Jun 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.