Punit Patel

Last updated
3 weeks ago
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Where they hold approval

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

  • W1M Wealth Management Limited (no longer approved here)

    FRN 120776

    • [FCA CF] Client dealing (1 Jul 2025 to 31 Dec 2025)
    • [FCA CF] Functions requiring qualifications (1 Jul 2025 to 31 Dec 2025)
  • W1M Asset Management Limited (no longer approved here)

    FRN 143286

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2025)
    • CF30 Customer (18 Oct 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.