Milan Natubhai Patel

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.

  • MPL Wealth Management Limited

    FRN 180309

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 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 6 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 6 Jan 2026)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Apr 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 25 Apr 2025)
    • CF30 Customer (30 Oct 2019 to 8 Dec 2019)
  • Attivo Financial Planning Limited (no longer approved here)

    FRN 451967

    • Employed By (28 Nov 2016 to 2 Feb 2018)
  • Attivo Financial Services Limited (no longer approved here)

    FRN 462105

    • CF30 Customer (28 Nov 2016 to 2 Feb 2018)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (3 Sep 2008 to 1 Jan 2009)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF21 Investment Adviser (9 Aug 2007 to 24 Oct 2007)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 14 Feb 2005)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF22 Investment Adviser (Trainee) (23 Jun 2004 to 14 Jan 2005)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF22 Investment Adviser (Trainee) (23 Jun 2004 to 14 Jan 2005)

Recent activity

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

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