Paul Michael Greenwood

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 28 Apr 2023)
    • CF1 Director (AR) (since 6 Mar 2023)
    • CF30 Customer (since 6 Mar 2023)
  • Greenwood Wealth Management Associates Ltd

    FRN 775108

    • (1)Employed By (since 6 Mar 2023)
    • (1)Employed By (19 Apr 2017 to 28 Apr 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Apr 2023)
    • CF1 Director (AR) (19 Apr 2017 to 21 Apr 2023)
    • CF30 Customer (19 Apr 2017 to 21 Apr 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (19 Apr 2017 to 21 Apr 2023)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • CF30 Customer (21 Mar 2016 to 19 Oct 2016)
  • BA (GI) Limited (no longer approved here)

    FRN 117647

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Jun 2002)

Recent activity

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

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