Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Limited
FRN 197107
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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)
- Appointed representative dealing with clients for which they require qualification (since 26 Feb 2026)
- CF30 Customer (since 9 Jan 2026)
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Concierge Wealth Management Ltd
FRN 562812
- Employed By (since 9 Jan 2026)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Mar 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.