Brijesh 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.

  • TITAN WEALTH PLANNING LTD

    FRN 574458

    • 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 7 Apr 2026)
    • [FCA CF] Client dealing (since 7 Apr 2026)
  • FIL Wealth Management Limited (no longer approved here)

    FRN 464968

    • [FCA CF] Client dealing (14 Oct 2022 to 7 Nov 2025)
    • [FCA CF] Functions requiring qualifications (14 Oct 2022 to 7 Nov 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (19 Mar 2012 to 10 Sep 2018)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (5 Mar 2010 to 24 Feb 2012)

Recent activity

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

No changes recorded yet.