Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
ValidPath Limited
FRN 197107
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 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 14 May 2025)
- CF1 Director (AR) (since 30 Apr 2025)
- CF30 Customer (since 30 Apr 2025)
-
Atlas Personal Wealth Management Ltd
FRN 1032674
- (1)Employed By (since 30 Apr 2025)
-
- [FCA CF] Functions requiring qualifications (24 Oct 2024 to 25 Apr 2025)
- [FCA CF] Client dealing (24 Oct 2024 to 25 Apr 2025)
-
- [FCA CF] Client dealing (5 Jun 2023 to 18 Oct 2024)
- [FCA CF] Functions requiring qualifications (5 Jun 2023 to 18 Oct 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.