Akbar Valli Patel

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • BBT Group Limited

    FRN 922221

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • [FCA CF] Functions requiring qualifications (since 22 Sep 2021)
    • [FCA CF] Client dealing (since 22 Sep 2021)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (10 Dec 2019 to 20 Sep 2021)
    • [FCA CF] Client dealing (10 Dec 2019 to 20 Sep 2021)
    • CF1 Director (AR) (15 Nov 2019 to 20 Sep 2021)
    • CF30 Customer (15 Nov 2019 to 20 Sep 2021)
  • ABA Wealth Solutions Ltd (no longer approved here)

    FRN 916299

    • Employed By (15 Nov 2019 to 20 Sep 2021)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (1 Jul 2018 to 16 Oct 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (11 Feb 2011 to 11 Nov 2012)

Recent activity

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

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