Bronwen Alice Lancaster

Last updated
2 weeks ago
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Where they hold approval

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

  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • [FCA CF] Manager of certification employee (since 6 Sep 2024)
  • HW Financial Services Limited

    FRN 134190

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Manager of certification employee (since 19 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 13 Dec 2023)
    • [FCA CF] Client dealing (since 13 Dec 2023)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Manager of certification employee (since 19 Jan 2024)
    • [FCA CF] Client dealing (since 13 Dec 2023)
    • [FCA CF] Functions requiring qualifications (since 13 Dec 2023)
    • CF30 Customer (21 Jul 2011 to 25 Oct 2016)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Manager of certification employee (18 Mar 2024 to 1 Apr 2026)
  • IM ASSET MANAGEMENT LIMITED (no longer approved here)

    FRN 402770

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2023)
    • CF30 Customer (21 Nov 2016 to 8 Dec 2019)
  • W H Ireland Limited (no longer approved here)

    FRN 140773

    • CF30 Customer (13 Oct 2009 to 1 Apr 2011)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (30 Dec 2005 to 28 Sep 2006)

Recent activity

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

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