Lakhbir 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.

  • Fisher Investments Europe Limited

    FRN 191609

    • 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 20 Feb 2024)
    • [FCA CF] Client dealing (since 20 Feb 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (15 Jan 2020 to 18 Dec 2023)
    • CF1 Director (AR) (6 Jan 2020 to 18 Dec 2023)
    • CF30 Customer (6 Jan 2020 to 18 Dec 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (6 Jan 2020 to 18 Dec 2023)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (14 Jan 2019 to 8 Apr 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (12 Oct 2011 to 11 Nov 2012)

Recent activity

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

No changes recorded yet.