Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Evelyn Partners Investment Management LLP
FRN 580531
- SMF27 Partner (since 3 May 2024)
- [FCA CF] Significant management (1 Jan 2021 to 3 May 2024)
- [FCA CF] Manager of certification employee (1 Jan 2021 to 3 May 2024)
- SMF18 Other Overall Responsibility (9 Dec 2019 to 23 Oct 2020)
- CF29 Significant management (3 Oct 2019 to 8 Dec 2019)
- CF4 Partner (7 May 2013 to 30 May 2018)
- CF30 Customer (7 May 2013 to 8 Dec 2019)
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- [FCA CF] Material risk taker (9 Oct 2025 to 1 Apr 2026)
- [FCA CF] Manager of certification employee (7 Jun 2022 to 1 Apr 2026)
- [FCA CF] Significant management (1 Jan 2021 to 1 Apr 2026)
- SMF18 Other Overall Responsibility (9 Dec 2019 to 23 Oct 2020)
- CF29 Significant management (3 Oct 2019 to 8 Dec 2019)
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- [FCA CF] Manager of certification employee (7 Jun 2022 to 30 Jun 2025)
- [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2025)
- [FCA CF] Material risk taker (9 Dec 2019 to 30 Jun 2025)
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- [FCA CF] Manager of certification employee (7 Jun 2022 to 8 Dec 2024)
- SMF18 Other Overall Responsibility (9 Dec 2019 to 23 Oct 2020)
- CF29 Significant management (3 Oct 2019 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.