Minesh Jaikishen Parmar

Last updated
3 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Courtiers Investment Services Limited

    FRN 124995

    • 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
    • [FCA CF] Client dealing (since 10 Jun 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jun 2021)
    • CF30 Customer (23 Apr 2018 to 9 Jun 2021)
    • CF1 Director (AR) (23 Apr 2018 to 9 Jun 2021)
  • Paragon Financial Planning Ltd (no longer approved here)

    FRN 419269

    • (3)Employed By (7 Oct 2008 to 31 Dec 2010)

Recent activity

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

  1. controlled function added: (3)Employed By at Paragon Financial Planning Ltd