Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Limited
FRN 197107
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 12 Dec 2025)
- CF1 Director (AR) (since 14 Nov 2025)
- CF30 Customer (since 14 Nov 2025)
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LEAP Financial Planning Ltd
FRN 1045476
- Employed By (since 14 Nov 2025)
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- [FCA CF] Functions requiring qualifications (11 Dec 2020 to 25 Nov 2025)
- [FCA CF] Client dealing (11 Dec 2020 to 25 Nov 2025)
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- CF30 Customer (3 Nov 2016 to 4 Jun 2018)
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- CF30 Customer (16 Aug 2011 to 21 Oct 2016)
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- Employed By (11 Mar 2005 to 24 Oct 2005)
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- CF21 Investment Adviser (22 Jan 2003 to 18 Feb 2005)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Jan 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.