Matthew Warren

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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Jul 2024)
    • CF30 Customer (since 23 Feb 2024)
    • CF1 Director (AR) (since 23 Feb 2024)
  • Warren Wealth Limited

    FRN 846108

    • Employed By (since 2 Aug 2019)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jul 2024)
    • CF1 Director (AR) (2 Aug 2019 to 4 Jul 2024)
    • CF30 Customer (2 Aug 2019 to 4 Jul 2024)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (28 Apr 2009 to 26 Sep 2011)

Recent activity

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

No changes recorded yet.