Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Limited
FRN 197107
- CF1 Director (AR) (since 12 Feb 2026)
- CF30 Customer (since 12 Feb 2026)
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Vision Independent Financial Planning Ltd
FRN 487395
- 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 9 Dec 2019)
- CF1 Director (AR) (since 5 Mar 2019)
- CF30 Customer (since 5 Mar 2019)
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Rossiter Wealth Management Ltd
FRN 833408
- (1)Employed By (since 5 Mar 2019)
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- [FCA CF] Functions requiring qualifications (1 Nov 2017 to 25 Mar 2019)
- CF30 Customer (25 Feb 2011 to 22 May 2013)
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- CF30 Customer (17 Mar 2008 to 17 Feb 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.