Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 8 May 2025)
- CF1 Director (AR) (since 1 May 2025)
- CF30 Customer (since 1 May 2025)
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BetterLife Financial Planning Limited
FRN 1033430
- Employed By (since 1 May 2025)
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- [FCA CF] Client dealing (23 Aug 2021 to 4 Apr 2025)
- [FCA CF] Functions requiring qualifications (23 Aug 2021 to 4 Apr 2025)
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- Appointed representative dealing with clients for which they require qualification (2 Apr 2020 to 21 May 2021)
- CF30 Customer (2 Apr 2020 to 21 May 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.