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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 23 Nov 2009)
  • Andrew Todd

    FRN 512965

    • (1)Employed By (since 23 Nov 2009)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 30 Nov 2009)
    • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Andrew Todd

  2. controlled function added: (1)Employed By at Andrew Todd