Yogeshkumar Khimraj Tated

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Where they hold approval

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

Advice on Wealth Ltd
FRN 215905
- (3)Employed By (since 4 Dec 2025)
2 Plan Wealth Management Limited
FRN 461598
- CF1 Director (AR) (since 4 Dec 2025)
The Fiducia Network Ltd
FRN 917537
- CF1 Director (AR) (since 17 May 2023)
Kalon Commercial Ltd
FRN 973639
- (1)Employed By (since 13 Apr 2022)
Openwork Limited
FRN 408285
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 23 Dec 2020)
- CF30 Customer (since 23 Nov 2020)
- CF1 Director (AR) (since 15 Jul 2020)
Kalon Financial Ltd
FRN 929444
- (8)Employed By (since 15 Jul 2020)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.