Mehboob Ahmed

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.

  • Sense Network Limited

    FRN 465124

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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] Client dealing (since 19 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (since 19 Sep 2024)
    • CF30 Customer (since 8 Jul 2024)
    • CF30 Customer (9 Dec 2013 to 31 Mar 2017)
    • CF1 Director (AR) (9 Dec 2013 to 2 Nov 2015)
  • Polaris Financial Ltd

    FRN 1015904

    • (8)Employed By (since 8 Jul 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Apr 2024)
    • CF30 Customer (16 Mar 2017 to 5 Apr 2024)
  • 3D Wealth Partners Limited (no longer approved here)

    FRN 522995

    • Employed By (16 Mar 2017 to 5 Apr 2024)
  • Odyssey Wealth Management Ltd (no longer approved here)

    FRN 610640

    • (2)Employed By (9 Dec 2013 to 31 Mar 2017)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (2 Apr 2012 to 4 Nov 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (21 Aug 2009 to 10 Mar 2010)
  • Rosemount Financial Solutions Ltd (no longer approved here)

    FRN 448935

    • (86)Employed By (21 Aug 2009 to 10 Mar 2010)

Recent activity

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

No changes recorded yet.