Jeremy Martin

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

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 16 Sep 2025)
    • CF30 Customer (since 15 Sep 2025)
    • CF1 Director (AR) (since 15 Sep 2025)
  • Liberty IFA Ltd

    FRN 407911

    • (2)Employed By (since 15 Sep 2025)
    • (2)Employed By (31 Oct 2004 to 29 Jul 2024)
  • MWA FINANCIAL ADVICE LTD (no longer approved here)

    FRN 460399

    • [FCA CF] Functions requiring qualifications (17 Jul 2024 to 11 Sep 2025)
    • [FCA CF] Client dealing (17 Jul 2024 to 11 Sep 2025)
  • Estate Financial Planning Limited (no longer approved here)

    FRN 565554

    • CF30 Customer (21 Feb 2022 to 29 Jul 2024)
    • CF1 Director (AR) (21 Feb 2022 to 29 Jul 2024)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Client dealing (9 Dec 2019 to 22 Feb 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Feb 2022)
    • CF1 Director (AR) (8 Nov 2019 to 21 Feb 2022)
    • CF4 Partner (AR) (1 Sep 2009 to 12 Nov 2019)
    • CF30 Customer (1 Sep 2009 to 21 Feb 2022)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (1 Nov 2007 to 12 Oct 2009)
    • CF4 Partner (AR) (6 Feb 2007 to 12 Oct 2009)
    • CF22 Investment Adviser (Trainee) (8 Oct 2004 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (8 Oct 2004 to 31 Jan 2007)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF7 Sole Trader (AR) (27 Aug 2003 to 15 Jun 2005)
    • CF21 Investment Adviser (27 Aug 2003 to 30 Dec 2004)
  • Liberty IFA (no longer approved here)

    FRN 227719

    • (1)Employed By (27 Aug 2003 to 15 Jun 2005)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (1 Dec 2001 to 5 Mar 2003)
  • Bywater Financial Services (no longer approved here)

    FRN 158956

    • Employed By (1 Dec 2001 to 5 Mar 2003)
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