Sukhdeep Singh Jawanda

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 17 May 2024)
    • CF30 Customer (since 16 May 2024)
    • [FCA CF] Functions requiring qualifications (14 Mar 2024 to 17 May 2024)
    • [FCA CF] Client dealing (14 Mar 2024 to 17 May 2024)
  • One Financial Solutions Ltd

    FRN 607130

    • (15)Employed By (since 16 May 2024)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Client dealing (28 Jun 2023 to 30 Jan 2024)
    • [FCA CF] Functions requiring qualifications (28 Jun 2023 to 30 Jan 2024)
  • INTERESTME FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 542680

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Jun 2023)
    • CF30 Customer (16 Jun 2016 to 7 Jun 2023)
  • Advisability Limited (no longer approved here)

    FRN 744506

    • Employed By (10 Jul 2019 to 7 Jun 2023)
  • INTERESTME ADVISERS LIMITED (no longer approved here)

    FRN 807530

    • (2)Employed By (10 Jul 2019 to 7 Jun 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (11 Sep 2014 to 10 Jul 2015)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (31 May 2011 to 11 Nov 2012)

Recent activity

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

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