Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- Appointed representative dealing with clients for which they require qualification (since 11 Feb 2026)
- CF1 Director (AR) (since 7 Feb 2026)
- CF30 Customer (since 7 Feb 2026)
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ClearView Wealth Management Limited
FRN 1016726
- Employed By (since 7 Feb 2026)
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- [FCA CF] Client dealing (23 Sep 2021 to 13 Oct 2023)
- [FCA CF] Functions requiring qualifications (23 Sep 2021 to 13 Oct 2023)
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- CF30 Customer (24 Nov 2016 to 23 Jul 2019)
- CF1 Director (AR) (24 Nov 2016 to 23 Jul 2019)
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- Employed By (24 Nov 2016 to 23 Jul 2019)
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- CF30 Customer (16 Apr 2010 to 31 Aug 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.