Jason Lee Gregory

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

    • 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 9 Dec 2019)
    • CF1 Director (AR) (since 12 Sep 2017)
    • CF30 Customer (since 12 Sep 2017)
  • Hillswood Independent Ltd

    FRN 785119

    • (1)Employed By (since 12 Sep 2017)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (2 May 2016 to 26 May 2017)
  • APPLEWOOD INDEPENDENT LTD (no longer approved here)

    FRN 602237

    • CF30 Customer (6 Jul 2015 to 3 May 2016)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (3 Nov 2014 to 3 Jul 2015)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (1 Nov 2007 to 28 Sep 2010)
    • CF22 Investment Adviser (Trainee) (15 Jun 2007 to 31 Oct 2007)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF21 Investment Adviser (5 Apr 2004 to 16 Aug 2004)
    • CF22 Investment Adviser (Trainee) (10 Mar 2003 to 5 Apr 2004)
  • Aviva Investors UK Fund Services Limited (no longer approved here)

    FRN 119310

    • CF21 Investment Adviser (1 Dec 2001 to 15 Nov 2002)

Recent activity

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

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