Jennifer O'Brien

Last updated
3 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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 28 Aug 2025)
    • CF1 Director (AR) (since 10 Jul 2025)
    • CF30 Customer (since 10 Jul 2025)
  • WealthStorey Financial Planning Ltd

    FRN 1036174

    • Employed By (since 10 Jul 2025)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (6 Sep 2011 to 28 Jul 2013)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (658)Employed By (6 Sep 2011 to 28 Jul 2013)

Recent activity

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

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