Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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 26 Feb 2025)
- CF1 Director (AR) (since 16 Feb 2025)
- CF30 Customer (since 16 Feb 2025)
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Braid Financial Planning Limited
FRN 1025545
- Employed By (since 16 Feb 2025)
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- CF30 Customer (31 Aug 2017 to 9 Nov 2018)
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- CF30 Customer (1 May 2014 to 26 Aug 2017)
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- CF30 Customer (16 Jan 2012 to 4 Jan 2013)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.