Gurpreet Lart

Last updated
3 weeks ago
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Where they hold approval

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

  • Dennehy Wealth Limited

    FRN 114360

    • 14. Managing investments
    • 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 1 Feb 2022)
    • [FCA CF] Client dealing (since 1 Feb 2022)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Functions requiring qualifications (23 Jan 2020 to 31 Jan 2022)
    • [FCA CF] Client dealing (23 Jan 2020 to 31 Jan 2022)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Functions requiring qualifications (1 Oct 2018 to 28 May 2019)

Recent activity

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

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