Sunil Mehan

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

    • 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)
    • CF1 Director (AR) (since 12 Mar 2024)
    • CF30 Customer (since 12 Mar 2024)
    • [FCA CF] Client dealing (since 11 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 11 Aug 2023)
  • Brightpath Wealth Ltd

    FRN 1007612

    • Employed By (since 12 Mar 2024)
  • PFP Wealth Group Ltd (no longer approved here)

    FRN 953236

    • (16)Employed By (10 Sep 2021 to 30 Jun 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2023)
    • CF30 Customer (17 Nov 2014 to 30 Jun 2023)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (3 Oct 2008 to 29 May 2009)

Recent activity

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

No changes recorded yet.