Sharad Champaneria

• 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 1 Jul 2024)
  • CF30 Customer (since 21 Jun 2024)
  • CF1 Director (AR) (since 21 Jun 2024)
• Accomplished Financial Solutions Ltd

  FRN 1013438

  • (1)Employed By (since 21 Jun 2024)
• Ingenious Financial Solutions Limited (no longer approved here)

  FRN 744391

  • [FCA CF] Client dealing (9 Dec 2021 to 8 Jul 2024)
  • SMF3 Executive Director (9 Dec 2019 to 8 Jul 2024)
  • [FCA CF] Significant management (9 Dec 2019 to 8 Jul 2024)
  • [FCA CF] Material risk taker (9 Dec 2019 to 8 Jul 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Jul 2024)
  • Responsibility for MCD Intermediation (29 Jul 2019 to 28 Jul 2023)
  • CF30 Customer (16 Nov 2016 to 8 Dec 2019)
  • CF1 Director (16 Nov 2016 to 8 Dec 2019)
• Pi Financial Ltd (no longer approved here)

  FRN 186419

  • [FCA CF] Client dealing (9 Dec 2019 to 15 Dec 2022)
  • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Dec 2022)
  • CF30 Customer (24 May 2018 to 8 Dec 2019)
• THE BOBBY DHANJAL PRACTICE LIMITED (no longer approved here)

  FRN 537673

  • CF30 Customer (9 Jan 2012 to 23 Nov 2016)
• Atomos Financial Planning Limited (no longer approved here)

  FRN 193503

  • CF22 Investment Adviser (Trainee) (8 Mar 2004 to 27 Jul 2004)

No changes recorded yet.