Paul Daniel Robertson

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • ValidPath Limited

    FRN 197107

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • 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 Feb 2022)
    • CF1 Director (AR) (since 19 Jan 2022)
    • CF30 Customer (since 19 Jan 2022)
  • Lyonhurst Wealth Limited

    FRN 959758

    • (3)Employed By (since 19 Jan 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (12 Jun 2013 to 5 May 2020)
  • Tag Wealth Management (no longer approved here)

    FRN 601628

    • Employed By (12 Jun 2013 to 5 May 2020)

Recent activity

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

No changes recorded yet.