Kersi Deboo

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.

  • HANDELSBANKEN WEALTH & ASSET MANAGEMENT LIMITED

    FRN 197340

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2021)
    • [FCA CF] Client dealing (since 7 Mar 2021)
    • CF30 Customer (19 Mar 2018 to 8 Dec 2019)
  • Tees Financial Limited (no longer approved here)

    FRN 211314

    • CF1 Director (1 Apr 2017 to 16 Feb 2018)
    • CF30 Customer (9 Jan 2009 to 13 Mar 2018)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (1 Nov 2007 to 29 Dec 2008)
    • CF21 Investment Adviser (5 Jul 2005 to 31 Oct 2007)
  • Forvis Mazars Financial Planning Limited (no longer approved here)

    FRN 182644

    • CF21 Investment Adviser (4 Apr 2005 to 29 Jun 2005)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (1 Dec 2001 to 5 Apr 2002)

Recent activity

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

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