Advisers, is this your profile? Click here to confirm and add details

Paul Greenwood

Paul Greenwood of ValidPath Limited is based in Leicester. Paul has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
Quilter Financial Services Ltd19/04/2017 to 07/05/2023
Greenwood Wealth Management Associates Ltd19/04/2017 to 28/04/2023
Quilter Mortgage Planning Limited19/04/2017 to 21/04/2023
Sandringham Financial Partners Limited21/03/2016 to 19/10/2016
Efficient Portfolio Wealth Management Ltd25/11/2011 to 02/11/2015
Ignis Fund Managers Limited01/12/2001 to 28/06/2002
BA (GI) Limited01/12/2001 to 28/06/2002
Britannic Unit Linked Assurance Limited01/12/2001 to 28/06/2002
Britannic Distribution and Sales Limited01/12/2001 to 28/06/2002
My Pension Expert