Veena Patel

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.

  • Aurea Financial Planning Limited

    FRN 121212

    • 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)
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2023)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (2 Oct 2007 to 31 Oct 2007)
  • Barry Cunningham Associates Ltd (no longer approved here)

    FRN 401473

    • Employed By (25 Feb 2005 to 9 Mar 2005)
  • B.C.A. Mortgage Keys (no longer approved here)

    FRN 214748

    • Employed By (26 Jun 2003 to 8 Dec 2019)

Recent activity

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

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