Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Financial Limited
FRN 836465
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- 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 8 Jan 2025)
- CF30 Customer (since 8 Nov 2024)
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- Appointed representative dealing with clients for which they require qualification (8 Jan 2025 to 9 Jan 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2025)
- CF30 Customer (13 May 2015 to 2 Jan 2025)
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- CF30 Customer (21 Jul 2008 to 28 Feb 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.