Simon Valentine-Marsh

Last updated
5 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Old Mill Financial Planning Limited

    FRN 967142

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 10 Nov 2025)
    • [FCA CF] Client dealing (since 10 Nov 2025)
  • ADVANTA WEALTH (SOUTH WEST) LTD (no longer approved here)

    FRN 677869

    • [FCA CF] Client dealing (17 Feb 2020 to 14 Nov 2025)
    • [FCA CF] Functions requiring qualifications (17 Feb 2020 to 14 Nov 2025)
  • Philip J Milton & Company Plc (no longer approved here)

    FRN 181768

    • SMF3 Executive Director (9 Dec 2019 to 14 Feb 2020)
    • CF1 Director (1 Nov 2012 to 8 Dec 2019)
    • CF30 Customer (12 Nov 2007 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.