Ranbir Singh Makh

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.

  • Pi Financial Ltd

    FRN 186419

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • 9A. Advising on P2P agreements
    • CF1 Director (AR) (since 26 Oct 2021)
    • CF30 Customer (since 26 Oct 2021)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • Sole trader dealing with clients for which they require qualification (1 Apr 2020 to 1 Apr 2020)
    • CF30 Customer (9 Mar 2018 to 1 Apr 2020)
  • MSBM Wealth Limited

    FRN 930195

    • (1)Employed By (since 26 Oct 2021)
  • Alterno Wealth Ltd (no longer approved here)

    FRN 803925

    • Employed By (19 Mar 2018 to 1 Apr 2020)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (23 Dec 2015 to 28 Sep 2016)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (7 Dec 2012 to 1 Jan 2014)
    • CF30 Customer (7 Dec 2012 to 1 Jan 2014)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (22 Aug 2012 to 27 Dec 2012)
    • CF1 Director (AR) (22 Aug 2012 to 24 Jun 2013)
  • THE BOBBY DHANJAL PRACTICE LIMITED (no longer approved here)

    FRN 537673

    • CF30 Customer (27 Sep 2011 to 9 Jul 2012)

Recent activity

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

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