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)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 10 Jul 2025)
- CF1 Director (AR) (since 9 Jul 2025)
- CF30 Customer (since 9 Jul 2025)
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Newbridge Financial Planning Limited
FRN 1035251
- (2)Employed By (since 9 Jul 2025)
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- CF30 Customer (1 Nov 2010 to 7 Oct 2011)
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- CF30 Customer (29 Jun 2009 to 2 Nov 2010)
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- Employed By (29 Jun 2009 to 2 Nov 2010)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.