Brian McLean

• Evelyn Partners Investment Services Limited

  FRN 131816

  • 16. Safeguarding and administering investments or holding client money
  • 17. Administrative functions in relation to managing investments
  • [FCA CF] Significant management (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Material risk taker (20 Aug 2025 to 5 Nov 2025)
• TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

  FRN 142989

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
  • [FCA CF] Material risk taker (20 Aug 2025 to 5 Nov 2025)
• Evelyn Partners Discretionary Investment Management Limited

  FRN 147103

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
  • [FCA CF] Material risk taker (20 Aug 2025 to 5 Nov 2025)
• Evelyn Partners Investment Management Services Limited

  FRN 165169

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
  • [FCA CF] Material risk taker (20 Aug 2025 to 5 Nov 2025)
• Evelyn Partners Asset Management Limited

  FRN 223074

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
  • [FCA CF] Material risk taker (20 Aug 2025 to 5 Nov 2025)
• Evelyn Partners Investment Management LLP

  FRN 580531

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
  • [FCA CF] Material risk taker (20 Aug 2025 to 5 Nov 2025)
• TUTMAN FUND SOLUTIONS LIMITED (no longer approved here)

  FRN 122401

  • SMF3 Executive Director (9 Dec 2019 to 30 Jun 2025)
  • CF1 Director (17 Feb 2017 to 8 Dec 2019)

No changes recorded yet.