Where they hold approval

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

    • 14. Managing investments
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
    • [FCA CF] Material risk taker (since 9 Dec 2025)
    • [FCA CF] Client dealing (since 9 Dec 2025)
    • 14. Managing investments
    • [FCA CF] Client dealing (since 9 Dec 2025)
    • [FCA CF] Material risk taker (since 9 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
  • LGT Wealth Management Limited (no longer approved here)

    FRN 466684

    • [FCA CF] Client dealing (2 Feb 2023 to 13 Jun 2025)
  • Evelyn Partners Investment Management LLP (no longer approved here)

    FRN 580531

    • [FCA CF] Client dealing (9 Dec 2019 to 17 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Aug 2022)
    • CF30 Customer (22 Oct 2018 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.