Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 3 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 3 Dec 2025)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • [FCA CF] Functions requiring qualifications (1 Aug 2024 to 23 Jan 2025)
    • [FCA CF] Client dealing (24 Feb 2022 to 23 Jan 2025)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • [FCA CF] Functions requiring qualifications (1 Aug 2024 to 23 Jan 2025)
    • [FCA CF] Client dealing (24 Feb 2022 to 23 Jan 2025)
    • [FCA CF] Functions requiring qualifications (1 Aug 2024 to 23 Jan 2025)
    • [FCA CF] Client dealing (24 Feb 2022 to 23 Jan 2025)
    • [FCA CF] Functions requiring qualifications (1 Aug 2024 to 23 Jan 2025)
    • [FCA CF] Client dealing (24 Feb 2022 to 23 Jan 2025)
  • Evelyn Partners Asset Management Limited (no longer approved here)

    FRN 223074

    • [FCA CF] Functions requiring qualifications (1 Aug 2024 to 23 Jan 2025)
    • [FCA CF] Client dealing (24 Feb 2022 to 23 Jan 2025)

Recent activity

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

No changes recorded yet.