Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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 14 Aug 2025)
- CF1 Director (AR) (since 25 Jul 2025)
- CF30 Customer (since 25 Jul 2025)
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JON LB IFA LTD
FRN 1038563
- (1)Employed By (since 25 Jul 2025)
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- [FCA CF] Client dealing (14 Nov 2022 to 13 Aug 2025)
- [FCA CF] Functions requiring qualifications (14 Nov 2022 to 13 Aug 2025)
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- Sole trader dealing with clients for which they require qualification (15 Sep 2021 to 16 Sep 2021)
- [FCA CF] Functions requiring qualifications (15 Sep 2021 to 14 Nov 2022)
- [FCA CF] Client dealing (15 Sep 2021 to 14 Nov 2022)
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- (4)Employed By (5 Aug 2020 to 7 Jul 2021)
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- CF30 Customer (5 Aug 2020 to 7 Jul 2021)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.