Milap Shah

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.

  • Active Financial Partners Limited

    FRN 301860

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (7 Oct 2015 to 8 Dec 2019)
  • Independent Financial Services (UK) Ltd (no longer approved here)

    FRN 206445

    • (61)Employed By (12 Feb 2015 to 1 Feb 2016)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (26 Jun 2013 to 16 Apr 2015)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (248)Employed By (26 Jun 2013 to 16 Apr 2015)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (15 Oct 2010 to 31 May 2013)

Recent activity

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

No changes recorded yet.