Where they hold approval

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

    • SMF9 Chair of the Governing Body (since 30 Aug 2025)
    • SMF9 Chair of the Governing Body (since 12 Mar 2025)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 1 Sep 2020)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 1 Sep 2020)
    • CF2 Non Executive Director (7 Dec 2017 to 8 Dec 2019)
  • S&W Partners Corporate Finance Limited (no longer approved here)

    FRN 216729

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 1 Sep 2020)
    • CF2 Non Executive Director (7 Dec 2017 to 8 Dec 2019)
  • Evelyn Partners Investment Management LLP (no longer approved here)

    FRN 580531

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 1 Sep 2020)
    • CF2 Non Executive Director (7 Dec 2017 to 8 Dec 2019)
  • TUTMAN FUND SOLUTIONS LIMITED (no longer approved here)

    FRN 122401

    • CF2 Non Executive Director (7 Dec 2017 to 8 Dec 2019)
  • C. HOARE & CO. (no longer approved here)

    FRN 122093

    • CF2 Non Executive Director (27 Nov 2014 to 6 Mar 2016)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • Responsible for Insurance Mediation (20 Apr 2006 to 16 Apr 2014)
    • CF8 Apportionment and Oversight (20 Apr 2006 to 31 Mar 2009)
    • CF3 Chief Executive (20 Apr 2006 to 16 Apr 2014)
    • CF1 Director (20 Apr 2006 to 16 Apr 2014)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • CF3 Chief Executive (8 Sep 2005 to 16 Apr 2014)
    • CF1 Director (8 Sep 2005 to 16 Apr 2014)
    • CF8 Apportionment and Oversight (8 Sep 2005 to 31 Oct 2007)

Recent activity

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

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