Himanshu Lukha

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.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 3 Dec 2016)
    • CF30 Customer (since 3 Dec 2016)
  • KAL Capital Partners Ltd

    FRN 765843

    • (1)Employed By (since 3 Dec 2016)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (22 Feb 2016 to 24 Oct 2016)
  • Himanshu Lukha (no longer approved here)

    FRN 736100

    • Employed By (22 Feb 2016 to 24 Oct 2016)
  • UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD (no longer approved here)

    FRN 114627

    • CF30 Customer (1 Nov 2007 to 24 May 2008)
    • CF27 Investment Management (14 Aug 2006 to 31 Oct 2007)
  • Citibank, N.A. (no longer approved here)

    FRN 124704

    • CF27 Investment Management (25 Sep 2003 to 1 Dec 2005)
    • CF21 Investment Adviser (25 Sep 2003 to 30 Dec 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Sep 2003)

Recent activity

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

No changes recorded yet.