John Michael Cunliffe

Last updated
2 weeks ago
Watch for changes

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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 6 Mar 2026)
    • CF30 Customer (since 2 Mar 2026)
  • Aperio Financial Planners Limited

    FRN 1043596

    • (1)Employed By (since 2 Mar 2026)
  • TWP Wealth Limited (no longer approved here)

    FRN 563343

    • [FCA CF] Client dealing (9 Dec 2019 to 10 Nov 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Nov 2025)
    • CF30 Customer (18 Dec 2018 to 7 Dec 2022)
  • CHAFES FINANCIAL LIMITED (no longer approved here)

    FRN 712590

    • Employed By (2 May 2019 to 7 Dec 2022)
  • Edison Consulting Limited (no longer approved here)

    FRN 185477

    • CF30 Customer (9 Dec 2016 to 31 Dec 2018)
    • CF22 Investment Adviser (Trainee) (5 Jul 2006 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Aperio Financial Planners Limited

  2. controlled function added: (1)Employed By at Aperio Financial Planners Limited