Sarbjit Chahal

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 24 Jun 2022)
    • CF1 Director (AR) (since 26 May 2022)
    • CF30 Customer (since 26 May 2022)
    • CF30 Customer (6 Jun 2016 to 28 Nov 2018)
  • Clearpath Financial Ltd

    FRN 975040

    • Employed By (since 26 May 2022)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Apr 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 8 Apr 2022)
    • CF30 Customer (9 Jul 2019 to 8 Dec 2019)
  • Specialist Trust Solutions LLP (no longer approved here)

    FRN 401684

    • (28)Employed By (6 Jun 2016 to 28 Nov 2018)

Recent activity

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

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