Dinesh Bharwani

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 14 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 7 Sep 2018)
  • Wealth Genius Ltd

    FRN 1025194

    • (2)Employed By (since 14 Feb 2025)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (205)Employed By (1 Apr 2020 to 15 Nov 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (587)Employed By (7 Sep 2018 to 11 Jun 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (20 Jan 2012 to 31 Aug 2018)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 6 Jan 2012)
    • CF21 Investment Adviser (13 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (31 Mar 2005 to 13 Nov 2006)

Recent activity

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

No changes recorded yet.