Toby Bentley

Last updated
1 week 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

    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 1 Apr 2025)
    • CF1 Director (AR) (since 28 Mar 2025)
    • CF30 Customer (since 28 Mar 2025)
  • Bentley Wealth Partners Ltd

    FRN 1030574

    • Employed By (since 28 Mar 2025)
  • Lathe & Co Wealth Advisers Ltd (no longer approved here)

    FRN 838186

    • [FCA CF] Manager of certification employee (25 Sep 2024 to 6 Jan 2025)
    • [FCA CF] Client dealing (31 Dec 2019 to 6 Jan 2025)
    • [FCA CF] Functions requiring qualifications (31 Dec 2019 to 6 Jan 2025)
    • CF30 Customer (6 Aug 2019 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (15 Feb 2018 to 2 Aug 2019)
  • Lathe & Co Wealth Advisers Ltd (no longer approved here)

    FRN 798222

    • Employed By (15 Feb 2018 to 2 Aug 2019)

Recent activity

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

No changes recorded yet.