Gurveer Singh Atwal

Last updated
1 week ago
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Where they hold approval

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

  • Whateley Wealth Management Limited

    FRN 715678

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 3 Jan 2023)
    • [FCA CF] Client dealing (since 3 Jan 2023)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Client dealing (27 Sep 2022 to 30 Dec 2022)
    • [FCA CF] Functions requiring qualifications (27 Sep 2022 to 30 Dec 2022)
  • Premier Practice Limited (no longer approved here)

    FRN 566936

    • [FCA CF] Functions requiring qualifications (19 Aug 2021 to 31 Aug 2022)

Recent activity

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

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