Danesh Jalota

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (8 Dec 2015 to 8 Dec 2019)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (215)Employed By (13 Feb 2015 to 1 Aug 2015)
  • Ablestoke Financial Planning LLP (no longer approved here)

    FRN 574544

    • (4)Employed By (10 Nov 2014 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (24 Oct 2013 to 1 Aug 2015)
  • London Asset Management (IFA) Limited (no longer approved here)

    FRN 172237

    • (27)Employed By (18 Mar 2009 to 10 May 2010)

Recent activity

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

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