Ravi Maniar

Last updated
2 days ago
Watch for changes

Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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 18 May 2022)
    • CF1 Director (AR) (since 21 Jan 2022)
    • CF30 Customer (since 21 Jan 2022)
    • [FCA CF] Client dealing (1 Nov 2021 to 18 May 2022)
    • [FCA CF] Functions requiring qualifications (1 Nov 2021 to 18 May 2022)
  • Azure Wealth Ltd

    FRN 967800

    • Employed By (since 21 Jan 2022)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (7 Apr 2020 to 20 Dec 2021)
    • CF30 Customer (31 Mar 2020 to 20 Dec 2021)
  • Crystal Life Limited (no longer approved here)

    FRN 142772

    • Employed By (31 Mar 2020 to 20 Dec 2021)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (17 Oct 2017 to 19 Jul 2018)
  • Oakdale Financial Services Ltd (no longer approved here)

    FRN 575995

    • (2)Employed By (17 Oct 2017 to 19 Jul 2018)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (18 Jul 2012 to 4 Feb 2016)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (10 Dec 2007 to 6 Mar 2012)

Recent activity

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

  1. controlled function removed: Employed By at Oakdale Financial Services Ltd

  2. controlled function added: (2)Employed By at Oakdale Financial Services Ltd