Parminder Lall

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.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 13 May 2017)
    • CF30 Customer (since 13 May 2017)
  • PSL Wealth Management Limited

    FRN 776005

    • (1)Employed By (since 13 May 2017)
  • Foster Denovo Limited (no longer approved here)

    FRN 462728

    • CF30 Customer (4 Nov 2013 to 22 May 2017)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 May 2010 to 30 Sep 2013)
    • CF22 Investment Adviser (Trainee) (7 Jun 2005 to 1 Jul 2005)

Recent activity

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

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