Inderjeet Singh

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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 24 Mar 2023)
    • CF30 Customer (since 23 Mar 2023)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (318)Employed By (since 23 Mar 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (29 Mar 2022 to 9 Jan 2023)
    • CF30 Customer (10 Feb 2022 to 9 Jan 2023)
  • KWM Wealth Ltd (no longer approved here)

    FRN 516056

    • Employed By (10 Feb 2022 to 9 Jan 2023)
  • Aegis Financial Planning Limited (no longer approved here)

    FRN 624298

    • [FCA CF] Client dealing (26 Jun 2020 to 24 Mar 2022)
    • [FCA CF] Functions requiring qualifications (26 Jun 2020 to 24 Mar 2022)

Recent activity

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

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