Where they hold approval

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

  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • [FCA CF] Significant management (21 Jul 2022 to 7 Jun 2023)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • [FCA CF] Significant management (21 Jul 2022 to 7 Jun 2023)
  • Evelyn Partners Investment Management LLP (no longer approved here)

    FRN 580531

    • [FCA CF] Manager of certification employee (21 Jul 2022 to 7 Jun 2023)
    • [FCA CF] Significant management (1 Jan 2021 to 7 Jun 2023)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Manager of certification employee (12 Jul 2022 to 7 Jun 2023)
    • [FCA CF] Significant management (1 Jan 2021 to 7 Jun 2023)
    • CF1 Director (10 May 2016 to 29 Jan 2020)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Manager of certification employee (12 Jul 2022 to 7 Jun 2023)
    • [FCA CF] Significant management (1 Jan 2021 to 7 Jun 2023)
    • CF1 Director (2 Aug 2016 to 29 Jan 2020)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Manager of certification employee (12 Jul 2022 to 7 Jun 2023)
    • [FCA CF] Significant management (1 Jan 2021 to 7 Jun 2023)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • [FCA CF] Significant management (1 Jan 2021 to 7 Jun 2023)
    • SMF18 Other Overall Responsibility (29 Jan 2020 to 30 Dec 2020)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jan 2021)
    • [FCA CF] Material risk taker (9 Dec 2019 to 7 Jun 2023)
    • CF1 Director (10 May 2016 to 29 Jan 2020)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • [FCA CF] Significant management (1 Jan 2021 to 7 Jun 2023)
    • SMF18 Other Overall Responsibility (29 Jan 2020 to 30 Dec 2020)
    • [FCA CF] Material risk taker (9 Dec 2019 to 7 Jun 2023)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jan 2021)
    • CF1 Director (2 Aug 2016 to 29 Jan 2020)
    • [FCA CF] Significant management (1 Jan 2021 to 7 Jun 2023)
    • SMF18 Other Overall Responsibility (29 Jan 2020 to 30 Dec 2020)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jan 2021)
    • [FCA CF] Material risk taker (9 Dec 2019 to 7 Jun 2023)
    • CF1 Director (2 Aug 2016 to 29 Jan 2020)
    • [FCA CF] Significant management (1 Jan 2021 to 7 Jun 2023)
    • SMF18 Other Overall Responsibility (22 Jan 2020 to 30 Dec 2020)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jan 2021)
    • [FCA CF] Material risk taker (9 Dec 2019 to 7 Jun 2023)
    • CF1 Director (10 May 2016 to 29 Jan 2020)

Recent activity

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

No changes recorded yet.