Sanjiv Patel

Reference number: 501326

Instant download

Appointed representative

Sanjiv Patel does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

Responsible principal firm

STONEBRIDGE MORTGAGE SOLUTIONS LIMITED Reference number: 454811 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Sanjiv Patel (FRN 501326) is an AR of STONEBRIDGE MORTGAGE SOLUTIONS LIMITED (FRN 454811). When you use Sanjiv Patel's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Sanjiv Patel, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    0116 272 0700

  • Address

    5 Woodlands Close, Oadby, Leicester, Leicestershire, LE2 4QP, United Kingdom

In the full report: 2 background checks

  • What kind of line 0116 272 0700 is
  • Who else gives the postcode LE2 4QP
Instant PDF download
Other names (1)

If you were contacted under any of these names, it is this firm.

  • Integral Wealth Management Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Stonebridge Mortgage Solutions Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Sanjiv Patel’s history from the FCA register and Companies House, newest first.

2013

24 January 2013

  • Changed its registered name from "Integral Wealth Management"

FCA register

15 January 2013

  • Changed its registered name from "Sanjiv Patel"

FCA register

2009

14 July 2009

  • Began trading as "Integral Wealth Management"

FCA register

19 May 2009

  • Became an appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Sanjiv Patel

Other firms of the same type (mortgage adviser or broker), nearest first.

In Leicester

Aarti Dilip BharakhadaLeicesterAppointed representativeABP Mortgage Solutions LtdLeicesterAppointed representativeAspire Mortgages (Leicester) LimitedLeicesterAppointed representativeBe Mortgaged LtdLeicesterAppointed representativeChristopher HarveyLeicesterAppointed representativeClear Financial (Leicester) LtdLeicesterAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Sanjiv Patel

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details
  • All 4 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Sanjiv Patel FCA authorised?
Sanjiv Patel (FRN 501326) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Sanjiv Patel?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Sanjiv Patel (FRN 501326) is an AR of STONEBRIDGE MORTGAGE SOLUTIONS LIMITED (FRN 454811). When you use Sanjiv Patel's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Sanjiv Patel, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Sanjiv Patel’s phone number?
The FCA register lists the phone number 0116 272 0700 for Sanjiv Patel. If you were given different contact details, use these to check with the firm before going any further.
Is Sanjiv Patel a scam or clone?
Sanjiv Patel is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Sanjiv Patel?
Protection works through Stonebridge Mortgage Solutions Limited, the principal firm responsible for Sanjiv Patel's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Sanjiv Patel use any other names?
It trades as Integral Wealth Management.

Sources and links

The full report on Sanjiv Patel

£19.99 · Instant PDF download

Loading secure checkout…