Rebecca Louise Lee

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

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 12 Jun 2025)
    • CF1 Director (AR) (since 29 Apr 2025)
    • CF30 Customer (since 29 Apr 2025)
  • Oakfield Lee Financial Planning LTD

    FRN 1033570

    • (2)Employed By (since 29 Apr 2025)
  • TAVISTOCK PARTNERS (UK) LTD (no longer approved here)

    FRN 230342

    • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 11 Jun 2025)
    • [FCA CF] Client dealing (1 Sep 2021 to 11 Jun 2025)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • [FCA CF] Client dealing (17 Mar 2021 to 17 Aug 2021)
    • [FCA CF] Functions requiring qualifications (17 Mar 2021 to 17 Aug 2021)
  • Chilvester Limited (no longer approved here)

    FRN 456753

    • [FCA CF] Functions requiring qualifications (17 Apr 2020 to 14 Dec 2020)
    • CF30 Customer (9 May 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.