Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ValidPath Financial Limited
FRN 836465
- 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
- CF1 Director (AR) (since 11 Oct 2024)
- Appointed representative dealing with clients for which they require qualification (since 6 Mar 2024)
- CF30 Customer (since 27 Feb 2024)
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Fathom Financial Limited
FRN 998898
- (3)Employed By (since 27 Feb 2024)
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- CF30 Customer (10 Nov 2016 to 27 Jul 2017)
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- CF30 Customer (31 Oct 2014 to 6 Oct 2016)
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- CF30 Customer (15 Sep 2009 to 29 Jul 2013)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.