Bhupinder Singh

Last updated
2 weeks ago
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Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 20 Aug 2025)
    • CF30 Customer (since 15 Jul 2025)
  • Alexander House Financial Planning Limited

    FRN 791612

    • (4)Employed By (since 15 Jul 2025)
    • (41)Employed By (23 Dec 2020 to 29 Aug 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (15 Jan 2021 to 22 Aug 2025)
    • CF30 Customer (23 Dec 2020 to 22 Aug 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (21 Jun 2017 to 30 Sep 2019)
  • Bhupinder Singh (no longer approved here)

    FRN 781461

    • Employed By (21 Jun 2017 to 30 Sep 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (28 Sep 2010 to 20 May 2011)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (28 Sep 2010 to 20 May 2011)

Recent activity

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

No changes recorded yet.