Panvir Thind

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.

  • Atomos Financial Planning Limited

    FRN 193503

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (31 Oct 2016 to 28 Jul 2021)
  • MENZIES WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 486548

    • CF30 Customer (5 Jan 2015 to 14 Oct 2016)
  • W H Ireland Limited (no longer approved here)

    FRN 140773

    • CF30 Customer (6 Oct 2009 to 9 Apr 2010)

Recent activity

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

No changes recorded yet.