Jennifer Muir

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 1 Apr 2026)
    • CF30 Customer (since 22 Mar 2026)
  • CRM Financial Planning Ltd

    FRN 1019661

    • Employed By (since 22 Mar 2026)
  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • [FCA CF] Client dealing (18 May 2023 to 30 Jun 2024)
    • [FCA CF] Manager of certification employee (18 May 2023 to 30 Jun 2024)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (18 May 2023 to 30 Jun 2024)
    • [FCA CF] Manager of certification employee (18 May 2023 to 30 Jun 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Manager of certification employee (18 May 2023 to 30 Jun 2024)
    • [FCA CF] Client dealing (18 May 2023 to 30 Jun 2024)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Manager of certification employee (18 May 2023 to 30 Jun 2024)
    • [FCA CF] Client dealing (18 May 2023 to 30 Jun 2024)

Recent activity

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

No changes recorded yet.