Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Evelyn Partners Securities
FRN 124255
- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
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Evelyn Partners Investment Services Limited
FRN 131816
- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
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HW Financial Services Limited
FRN 134190
- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
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Evelyn Partners Financial Planning Limited
FRN 136414
- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
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Dart Capital Limited
FRN 137569
- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 31 Aug 2023)
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- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
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- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
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- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
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Evelyn Partners Asset Management Limited
FRN 223074
- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
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Evelyn Partners Investment Management LLP
FRN 580531
- [FCA CF] Material risk taker (since 1 Oct 2024)
- Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.