Anitkumar 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.

  • Sovereign Financial Planners Limited

    FRN 734863

    • 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)
    • SMF3 Executive Director (since 10 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (31 Aug 2016 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (7 Dec 2012 to 1 Jan 2014)
    • CF1 Director (AR) (7 Dec 2012 to 1 Jan 2014)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (22 Aug 2012 to 27 Dec 2012)
    • CF1 Director (AR) (22 Aug 2012 to 24 Jun 2013)
  • THE BOBBY DHANJAL PRACTICE LIMITED (no longer approved here)

    FRN 537673

    • CF30 Customer (10 Nov 2011 to 9 Jul 2012)

Recent activity

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

No changes recorded yet.