Bhavik Patel

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Financial Goal Attainment Limited

    FRN 627917

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Feb 2024)
    • [FCA CF] Client dealing (since 6 Feb 2024)
    • SMF3 Executive Director (since 13 Jun 2023)
  • The Right Mortgage Limited (no longer approved here)

    FRN 649443

    • CF1 Director (AR) (22 Dec 2022 to 28 Feb 2024)
    • Appointed representative dealing with clients for which they require qualification (26 May 2022 to 28 Feb 2024)
  • Evolution FS Ltd (no longer approved here)

    FRN 597303

    • SMF3 Executive Director (9 Dec 2019 to 30 Aug 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Aug 2022)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 30 Aug 2022)
    • Responsible for Insurance Mediation (1 Jul 2013 to 30 Sep 2018)
    • CF1 Director (1 Jul 2013 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF1 Director (AR) (30 Oct 2012 to 26 Apr 2013)
  • Evolution FS Ltd (no longer approved here)

    FRN 586899

    • Employed By (30 Oct 2012 to 26 Apr 2013)

Recent activity

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

No changes recorded yet.