Rebecca Abigail Lucas

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

    • 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 19 Mar 2025)
    • CF30 Customer (since 11 Feb 2025)
    • CF1 Director (AR) (since 11 Feb 2025)
  • Liora Wealth Limited

    FRN 1002342

    • (1)Employed By (since 27 Sep 2023)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Director of firm who is not a certification employee or a SMF manager (9 Oct 2023 to 18 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Oct 2023 to 18 Mar 2025)
    • CF30 Customer (27 Sep 2023 to 18 Mar 2025)
    • CF1 Director (AR) (27 Sep 2023 to 18 Mar 2025)
  • Beckett Financial Services Limited (no longer approved here)

    FRN 138104

    • [FCA CF] Functions requiring qualifications (14 Feb 2023 to 7 Aug 2023)
    • [FCA CF] Client dealing (14 Feb 2023 to 7 Aug 2023)
  • TIMELINE WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 596827

    • CF30 Customer (21 Dec 2022 to 20 Feb 2023)
    • Appointed representative dealing with clients for which they require qualification (22 Nov 2022 to 19 Jan 2023)
    • [FCA CF] Functions requiring qualifications (1 Sep 2022 to 19 Jan 2023)
    • [FCA CF] Client dealing (1 Sep 2022 to 19 Jan 2023)
  • GreenStones Financial Services Limited (no longer approved here)

    FRN 610601

    • (2)Employed By (21 Dec 2022 to 20 Feb 2023)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF21 Investment Adviser (10 Apr 2006 to 18 Jul 2007)

Recent activity

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

No changes recorded yet.