Manmeet Sohal Kalsi

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.

  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • [FCA CF] Client dealing (6 Jul 2023 to 13 Sep 2024)
    • [FCA CF] Manager of certification employee (6 Jul 2023 to 13 Sep 2024)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (6 Jul 2023 to 13 Sep 2024)
    • [FCA CF] Manager of certification employee (6 Jul 2023 to 13 Sep 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (6 Jul 2023 to 13 Sep 2024)
    • [FCA CF] Manager of certification employee (6 Jul 2023 to 13 Sep 2024)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Client dealing (6 Jul 2023 to 13 Sep 2024)
    • [FCA CF] Manager of certification employee (6 Jul 2023 to 13 Sep 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (5 Jan 2021 to 26 Apr 2023)
    • CF30 Customer (10 Dec 2020 to 26 Apr 2023)
  • Dalvi Wealth Management Ltd (no longer approved here)

    FRN 763249

    • Employed By (10 Dec 2020 to 26 Apr 2023)

Recent activity

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

No changes recorded yet.