Oasis Wealth Management Ltd

This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED, Quilter Mortgage Planning Limited and M & M Financial Services Ltd. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

Aman Kapoor
IRN AXK01717
- (1)Employed By (14 Oct 2019 to 31 Dec 2020)
Inderjit Agnihotri
IRN IXA00024
- (5)Employed By (7 Dec 2020 to 6 May 2026)
Jay Harish Gorsia
IRN JXG00158
- (2)Employed By (22 Apr 2025 to 30 Sep 2025)
Komal Joshi
IRN KXJ00026
- (4)Employed By (15 May 2023 to 18 May 2023)
Michael Gibbs
IRN MXG00549
- (3)Employed By (16 Aug 2023 to 23 Dec 2025)
Shankar Devarashetty
IRN SXD02368
- (6)Employed By (12 Sep 2018 to 6 May 2026)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.