Juber Khan

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.

  • Brunswick Investment Management Limited

    FRN 618199

    • 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 28 Apr 2025)
    • [FCA CF] Client dealing (since 28 Apr 2025)
  • Courtiers Investment Services Limited

    FRN 124995

    • 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 10 Oct 2024)
    • [FCA CF] Client dealing (since 10 Oct 2024)
  • SDB Strategic Planners Limited

    FRN 116337

    • 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 7 Oct 2024)
    • [FCA CF] Client dealing (since 7 Oct 2024)
  • Davidsons Independent Financial Advisers Limited

    FRN 224407

    • 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] Client dealing (since 7 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (23 Jan 2023 to 27 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (14 Nov 2022 to 27 Sep 2024)
  • Lester Brunt Wealth Management Ltd (no longer approved here)

    FRN 608489

    • (17)Employed By (23 Jan 2023 to 27 Sep 2024)

Recent activity

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

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