Last updated
1 week ago
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Where they hold approval

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

    • SMF9 Chair of the Governing Body (since 23 Apr 2025)
  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • Responsible for Insurance Distribution (17 May 2021 to 13 Jan 2022)
    • SMF3 Executive Director (17 May 2021 to 14 Aug 2023)
    • SMF1 Chief Executive (17 May 2021 to 14 Aug 2023)
    • Responsibility for MCD Intermediation (17 May 2021 to 8 Feb 2022)
  • S&W Partners Corporate Finance Limited (no longer approved here)

    FRN 216729

    • SMF1 Chief Executive (17 Feb 2021 to 14 Aug 2023)
    • SMF3 Executive Director (27 Aug 2020 to 14 Aug 2023)
  • TUTMAN FUND SOLUTIONS LIMITED (no longer approved here)

    FRN 122401

    • SMF7 Group Entity Senior Manager (27 Aug 2020 to 14 Aug 2023)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • SMF1 Chief Executive (27 Aug 2020 to 14 Aug 2023)
    • SMF3 Executive Director (27 Aug 2020 to 14 Aug 2023)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • SMF1 Chief Executive (27 Aug 2020 to 14 Aug 2023)
    • SMF3 Executive Director (27 Aug 2020 to 14 Aug 2023)
  • Evelyn Partners Investment Management LLP (no longer approved here)

    FRN 580531

    • SMF1 Chief Executive (27 Aug 2020 to 14 Aug 2023)
    • SMF27 Partner (27 Aug 2020 to 14 Aug 2023)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • SMF1 Chief Executive (9 Dec 2019 to 14 Aug 2023)
    • SMF3 Executive Director (9 Dec 2019 to 14 Aug 2023)
    • CF3 Chief Executive (30 Sep 2017 to 8 Dec 2019)
    • CF1 Director (30 Sep 2017 to 8 Dec 2019)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • SMF1 Chief Executive (9 Dec 2019 to 14 Aug 2023)
    • SMF3 Executive Director (9 Dec 2019 to 14 Aug 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 16 Dec 2020)
    • Responsible for Insurance Mediation (26 Oct 2017 to 30 Sep 2018)
    • Responsibility for MCD Intermediation (26 Oct 2017 to 14 Aug 2023)
    • CF3 Chief Executive (30 Sep 2017 to 8 Dec 2019)
    • CF1 Director (30 Sep 2017 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • SMF1 Chief Executive (9 Dec 2019 to 14 Aug 2023)
    • SMF3 Executive Director (9 Dec 2019 to 14 Aug 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 16 Dec 2020)
    • Responsibility for MCD Intermediation (30 Oct 2017 to 14 Aug 2023)
    • Responsible for Insurance Mediation (26 Oct 2017 to 30 Sep 2018)
    • CF3 Chief Executive (30 Sep 2017 to 8 Dec 2019)
    • CF1 Director (30 Sep 2017 to 8 Dec 2019)

Recent activity

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

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