Paul Robert Vallance

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.

  • Sense Network Limited

    FRN 465124

    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 14 Jan 2015)
  • Odyssey Wealth Management Ltd

    FRN 610640

    • (2)Employed By (since 2 Dec 2014)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (31 Mar 2013 to 16 Dec 2013)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (2 Apr 2012 to 22 Jul 2013)
    • CF30 Customer (2 Apr 2012 to 22 Jul 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (5 Jul 2011 to 1 Apr 2012)
    • CF30 Customer (4 Jan 2010 to 1 Apr 2012)
  • LEBC Group Ltd (no longer approved here)

    FRN 191818

    • Employed By (29 May 2003 to 6 Mar 2006)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF21 Investment Adviser (25 Feb 2003 to 25 Apr 2003)
  • Anderson Financial Consultants (no longer approved here)

    FRN 183883

    • (10)Employed By (9 Feb 1999 to 7 Mar 2003)

Recent activity

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

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