Gitesh Jayantilal Chauhan

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

    • 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
    • [FCA CF] Functions requiring qualifications (since 16 May 2022)
    • [FCA CF] Client dealing (since 16 May 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Aug 2022)
    • CF30 Customer (1 Jan 2017 to 16 Aug 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (400)Employed By (7 Jun 2013 to 31 Dec 2016)
  • Charles Derby (Home Counties) LLP (no longer approved here)

    FRN 451134

    • Employed By (4 Nov 2011 to 16 Aug 2022)
  • Rosemount Financial Solutions Ltd (no longer approved here)

    FRN 448935

    • (33)Employed By (10 Feb 2009 to 16 Aug 2022)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 28 Feb 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.