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
    • CF30 Customer (since 25 Apr 2025)
    • [FCA CF] Client dealing (since 24 Sep 2021)
    • [FCA CF] Functions requiring qualifications (since 24 Sep 2021)
    • Appointed representative dealing with clients for which they require qualification (since 24 Sep 2021)
    • (3)Employed By (since 25 Apr 2025)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (30 Dec 2004 to 18 Aug 2005)

Recent activity

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

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