Shankar Devarashetty

Last updated
1 week ago
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Where they hold approval

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

  • M & M Financial Services Ltd

    FRN 431048

    • CF1 Director (AR) (since 8 Apr 2026)
    • CF30 Customer (since 8 Apr 2026)
  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 29 Oct 2018)
    • CF30 Customer (since 29 Oct 2018)
  • New Leaf Distribution Limited (no longer approved here)

    FRN 460421

    • Appointed representative dealing with clients for which they require qualification (8 Feb 2026 to 16 Feb 2026)
    • [FCA CF] Client dealing (8 Feb 2026 to 16 Feb 2026)
    • CF1 Director (AR) (21 Jan 2026 to 16 Feb 2026)
    • CF30 Customer (21 Jan 2026 to 16 Feb 2026)
  • Oasis Wealth Management Ltd (no longer approved here)

    FRN 820249

    • (6)Employed By (12 Sep 2018 to 6 May 2026)
  • Wealthmax Financial Advisers Limited (no longer approved here)

    FRN 766509

    • CF1 Director (16 Jun 2017 to 20 Mar 2018)
    • CF10 Compliance Oversight (16 Jun 2017 to 25 May 2018)
    • CF11 Money Laundering Reporting (16 Jun 2017 to 20 Mar 2018)
    • CF30 Customer (16 Jun 2017 to 11 Sep 2018)
    • Responsible for Insurance Mediation (16 Jun 2017 to 20 Mar 2018)
  • In2 Planning Limited (no longer approved here)

    FRN 456198

    • CF30 Customer (5 Sep 2016 to 11 May 2018)

Recent activity

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

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