Sharmila Murva

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
    • 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 5 Jan 2022)
    • CF1 Director (AR) (since 22 Dec 2021)
    • CF30 Customer (since 22 Dec 2021)
  • Murva Wealth Consultancy Limited

    FRN 959527

    • (1)Employed By (since 22 Dec 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Aug 2021)
    • CF30 Customer (5 Dec 2019 to 9 Aug 2021)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (533)Employed By (5 Dec 2019 to 9 Aug 2021)

Recent activity

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

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