Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- Appointed representative dealing with clients for which they require qualification (since 21 Aug 2025)
- CF30 Customer (since 25 Apr 2025)
- CF1 Director (AR) (since 25 Apr 2025)
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Aureus Wealth Management Ltd
FRN 976592
- (1)Employed By (since 1 Jun 2022)
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- Appointed representative dealing with clients for which they require qualification (1 Jun 2022 to 8 Aug 2025)
- CF1 Director (AR) (1 Jun 2022 to 8 Aug 2025)
- CF30 Customer (1 Jun 2022 to 8 Aug 2025)
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- [FCA CF] Functions requiring qualifications (1 Jul 2018 to 8 Apr 2022)
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- [FCA CF] Functions requiring qualifications (26 Apr 2016 to 1 Jul 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.