Mandeep Singh

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Wealthmax Financial Advisers Limited

    FRN 766509

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • Responsible for Insurance Distribution (since 17 Mar 2026)
    • SMF16 Compliance Oversight (since 12 Mar 2026)
    • [FCA CF] Client dealing (since 16 Apr 2021)
    • [FCA CF] Significant management (since 16 Apr 2021)
    • [FCA CF] Material risk taker (since 16 Apr 2021)
    • [FCA CF] Manager of certification employee (since 16 Apr 2021)
    • [FCA CF] Functions requiring qualifications (since 16 Apr 2021)
    • SMF3 Executive Director (since 20 Dec 2019)
    • CF1 Director (AR) (21 Feb 2023 to 25 Apr 2025)
    • CF30 Customer (26 Mar 2018 to 8 Dec 2019)
  • Credent Property Advisory Limited (no longer approved here)

    FRN 991385

    • Employed By (12 Apr 2023 to 25 Apr 2025)
  • The Right Mortgage Limited (no longer approved here)

    FRN 649443

    • CF1 Director (AR) (16 Apr 2021 to 24 Oct 2022)
  • In2 Planning Limited (no longer approved here)

    FRN 456198

    • CF30 Customer (5 Sep 2016 to 20 Jul 2018)

Recent activity

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

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