Yogesh Nakarja

Last updated
1 week ago
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Where they hold approval

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

  • Grosvenor Beaumont Financial Services Limited

    FRN 446700

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 19. Administrative functions in relation to the operation of stakeholder pension schemes
    • [FCA CF] Functions requiring qualifications (since 12 Sep 2023)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2021)
    • CF30 Customer (24 Jun 2019 to 31 Dec 2021)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (573)Employed By (24 Jun 2019 to 31 Dec 2021)
  • EB ASSOCIATES GROUP LIMITED (no longer approved here)

    FRN 707424

    • CF30 Customer (19 May 2018 to 12 Jul 2018)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (29 Oct 2016 to 2 Feb 2018)
  • Yogesh Nakarja (no longer approved here)

    FRN 762797

    • Employed By (29 Oct 2016 to 2 Feb 2018)

Recent activity

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

No changes recorded yet.