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 Apr 2025)
- CF1 Director (AR) (since 21 Mar 2025)
- CF30 Customer (since 21 Mar 2025)
-
EVEXIA FINANCIAL PLANNING LTD
FRN 1029628
- (2)Employed By (since 21 Mar 2025)
-
- Appointed representative dealing with clients for which they require qualification (9 Apr 2021 to 25 Apr 2025)
- CF30 Customer (25 Mar 2021 to 25 Apr 2025)
-
- (33)Employed By (25 Mar 2021 to 2 May 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.