Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Evelyn Partners Securities
FRN 124255
- 17. Administrative functions in relation to managing investments
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
-
Evelyn Partners Financial Planning Limited
FRN 136414
- 17. Administrative functions in relation to managing investments
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
-
- 17. Administrative functions in relation to managing investments
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Significant management (since 9 Dec 2019)
- CF30 Customer (17 Oct 2014 to 20 Aug 2015)
-
- 17. Administrative functions in relation to managing investments
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
-
- 17. Administrative functions in relation to managing investments
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Significant management (since 9 Dec 2019)
-
Evelyn Partners Asset Management Limited
FRN 223074
- 17. Administrative functions in relation to managing investments
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.