Ann-Marie Atkins

Last updated
2 weeks ago
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Where they hold approval

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

  • HFS Milbourne Financial Services Limited

    FRN 125051

    • [FCA CF] Manager of certification employee (since 22 Mar 2024)
  • HW Financial Services Limited

    FRN 134190

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF30 Customer (26 Oct 2010 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 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] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (23 Aug 2016 to 8 Dec 2019)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Manager of certification employee (22 Mar 2024 to 1 Apr 2026)
  • LIFT-Financial Ltd (no longer approved here)

    FRN 471394

    • CF22 Investment Adviser (Trainee)
    • CF30 Customer (2 Jan 2008 to 15 Oct 2010)
  • CHARTWELL FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 189602

    • CF30 Customer (1 Nov 2007 to 31 Dec 2007)
    • CF22 Investment Adviser (Trainee) (12 Feb 2007 to 31 Oct 2007)
  • Chartwell Financial Management Ltd (no longer approved here)

    FRN 470114

    • Employed By (18 Jul 2007 to 31 Dec 2007)

Recent activity

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

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