Stuart Palmer

Last updated
2 weeks ago
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Where they hold approval

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

  • 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 17 Sep 2025)
    • CF30 Customer (since 15 Sep 2025)
  • Fornells Wealth Management Ltd

    FRN 1006869

    • (2)Employed By (since 15 Sep 2025)
  • Burgess & Lee Limited (no longer approved here)

    FRN 160493

    • [FCA CF] Client dealing (18 Jan 2023 to 10 Sep 2025)
    • [FCA CF] Functions requiring qualifications (18 Jan 2023 to 10 Sep 2025)
  • Liontrust Fund Partners LLP (no longer approved here)

    FRN 518165

    • [FCA CF] Client dealing (10 Mar 2021 to 8 Jul 2022)

Recent activity

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

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