Siddharth Shah

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • New Leaf Distribution Limited

    FRN 460421

    • 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
    • [FCA CF] Client dealing (since 1 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (since 1 Apr 2025)
    • CF1 Director (AR) (since 28 Mar 2025)
    • CF30 Customer (since 28 Mar 2025)
  • Banyan Financial Solutions Ltd

    FRN 1030534

    • Employed By (since 28 Mar 2025)
  • Savile Row Financial Services Ltd (no longer approved here)

    FRN 843530

    • (1)Employed By (19 Apr 2024 to 19 May 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (22 Dec 2023 to 12 May 2025)
    • CF30 Customer (9 Dec 2023 to 12 May 2025)
  • 1st Financial Ltd (no longer approved here)

    FRN 214465

    • (4)Employed By (9 Dec 2023 to 24 Apr 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (14 Apr 2020 to 12 May 2025)

Recent activity

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

  1. controlled function removed: Employed By at 1st Financial Ltd

  2. controlled function added: (4)Employed By at 1st Financial Ltd