Mark Jonathan Jeffs

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
    • Appointed representative dealing with clients for which they require qualification (since 5 Nov 2025)
    • CF1 Director (AR) (since 25 Sep 2025)
    • CF30 Customer (since 25 Sep 2025)
  • Worth Financial Planning Limited

    FRN 1041092

    • Employed By (since 25 Sep 2025)
  • CITY FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 440633

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2025)
    • CF30 Customer (17 Jun 2019 to 8 Dec 2019)
  • Bowmore Financial Planning Limited (no longer approved here)

    FRN 115180

    • CF30 Customer (1 Apr 2013 to 31 May 2019)

Recent activity

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

No changes recorded yet.