Poonam Chudasama

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.

  • Corbel Partners Limited

    FRN 429142

    • 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 14 Aug 2020)
    • [FCA CF] Functions requiring qualifications (since 14 Aug 2020)
    • [PRA CF] Key function holder (14 Aug 2020 to 15 Aug 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (28 Dec 2018 to 25 Sep 2019)
  • Trident Wealth Management Ltd (no longer approved here)

    FRN 604914

    • (1)Employed By (28 Dec 2018 to 25 Sep 2019)

Recent activity

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

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