David Amphlett-Lewis

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 Discretionary Investment Management Limited

    FRN 147103

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 12 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 12 Feb 2026)
    • [FCA CF] Manager of certification employee (since 12 Feb 2026)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 14. Managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 11 May 2022)
    • [FCA CF] Client dealing (since 11 May 2022)
  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 14. Managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (8 May 2013 to 8 Dec 2019)
    • CF28 Systems and controls (7 May 2013 to 8 May 2013)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • CF30 Customer (25 Oct 2010 to 30 Sep 2013)
  • Deutsche Bank AG (no longer approved here)

    FRN 150018

    • CF30 Customer (4 Jun 2008 to 17 Sep 2010)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • CF30 Customer (1 Nov 2007 to 17 Sep 2010)
    • CF27 Investment Management (13 Apr 2004 to 31 Oct 2007)
    • CF21 Investment Adviser (13 Apr 2004 to 31 Oct 2007)

Recent activity

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

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