Where they hold approval

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

  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2025)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (5 Sep 2007 to 31 Oct 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (21 May 2007 to 27 Aug 2007)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF21 Investment Adviser (1 Dec 2001 to 21 Oct 2005)

Recent activity

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

No changes recorded yet.