John Paul Lyons

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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 20 Jun 2022)
    • Appointed representative dealing with clients for which they require qualification (since 24 May 2022)
    • CF30 Customer (since 18 May 2022)
  • Clear Vision Wealth Management Ltd

    FRN 968824

    • Employed By (since 18 May 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2022)
    • CF30 Customer (8 Nov 2016 to 26 Feb 2022)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (210)Employed By (8 Nov 2016 to 26 Feb 2022)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 4 Oct 2013)
    • CF22 Investment Adviser (Trainee) (5 Dec 2005 to 31 Oct 2007)

Recent activity

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

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