Manisha Savdas

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

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 18 Nov 2024)
    • CF1 Director (AR) (since 29 Oct 2024)
    • CF30 Customer (since 29 Oct 2024)
    • CF30 Customer (20 Apr 2016 to 27 Jul 2016)
  • Secure Financial Planning Ltd

    FRN 1021074

    • (1)Employed By (since 29 Oct 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Oct 2024)
    • CF30 Customer (7 Feb 2018 to 21 Oct 2024)
  • Collective Financial Planning Limited (no longer approved here)

    FRN 576147

    • Employed By (7 Feb 2018 to 21 Oct 2024)

Recent activity

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

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