Where they hold approval

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

    • Employed By (since 5 Sep 2024)
    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 18 Aug 2016)
  • BPC Wealth Management Ltd (no longer approved here)

    FRN 764133

    • Employed By (7 Aug 2020 to 6 Sep 2024)
  • Cedar Financial Planning Ltd (no longer approved here)

    FRN 605179

    • Employed By (13 Apr 2018 to 1 Sep 2020)
  • Cedars Wealth Management Ltd (no longer approved here)

    FRN 675277

    • Employed By (12 Apr 2018 to 13 Apr 2018)
  • Ward Wealth Management Ltd (no longer approved here)

    FRN 658124

    • (1)Employed By (20 Jun 2017 to 12 Apr 2018)
  • Vikesh Gohil (no longer approved here)

    FRN 756079

    • Employed By (18 Aug 2016 to 20 Jun 2017)

Recent activity

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

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