Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 30 Jun 2017)
    • CF21 Investment Adviser (16 Jan 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Jan 2007 to 16 Jan 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF16 Significant Mgt (Desgntd Investment Business) (30 Jan 2002 to 5 Jun 2003)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)

Recent activity

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

No changes recorded yet.