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 29 Jan 2026)
- CF30 Customer (since 8 Jan 2026)
- CF1 Director (AR) (since 10 Jul 2023)
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Strategy Wealth UK Ltd
FRN 999261
- (1)Employed By (since 10 Jul 2023)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Strategy Wealth UK Ltd
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controlled function added: (1)Employed By at Strategy Wealth UK Ltd