Martin Goodey

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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 25 Apr 2022)
    • CF30 Customer (since 24 Mar 2022)
    • CF4 Partner (AR) (since 24 Mar 2022)
  • The Excell Partnership LLP

    FRN 498668

    • Employed By (since 19 Jan 2010)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Apr 2022)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF4 Partner (AR) (2 Oct 2013 to 22 Apr 2022)
    • CF30 Customer (26 Apr 2013 to 22 Apr 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (2 Oct 2013 to 22 Apr 2022)
    • CF30 Customer (26 Apr 2013 to 10 Dec 2013)
  • Sycamore Wealth Management Ltd (no longer approved here)

    FRN 430325

    • (8)Employed By (3 May 2005 to 29 Apr 2009)
  • Master Adviser Ltd (U445) (no longer approved here)

    FRN 171704

    • (26)Employed By (19 Sep 2002 to 19 Feb 2004)

Recent activity

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

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