Harvin Singh Samra

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.

  • Radiant Financial Planning Limited

    FRN 192396

    • 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 14 Aug 2025)
    • [FCA CF] Client dealing (since 14 Aug 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (3 Apr 2023 to 25 Jul 2025)
    • CF30 Customer (30 Jan 2023 to 25 Jul 2025)
  • Narwal Wealth Management Ltd (no longer approved here)

    FRN 603888

    • (3)Employed By (30 Jan 2023 to 25 Jul 2025)
  • ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 144519

    • [FCA CF] Client dealing (28 Oct 2020 to 17 Mar 2023)
    • [FCA CF] Functions requiring qualifications (28 Oct 2020 to 17 Mar 2023)

Recent activity

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

No changes recorded yet.