Where they hold approval

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

  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 30 Apr 2010)
    • CF21 Investment Adviser (19 May 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (21 Nov 2005 to 19 May 2006)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (24 May 2002 to 30 Aug 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 May 2002)

Recent activity

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

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