Hetal Minesh Patel

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF4 Partner (AR) (since 21 Sep 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 8 Feb 2018)
  • RKP Wealth Management

    FRN 799009

    • (2)Employed By (since 8 Feb 2018)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (18 Jun 2009 to 17 May 2010)
    • CF21 Investment Adviser (11 Jul 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.