Where they hold approval

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

  • Dart Capital Limited (no longer approved here)

    FRN 137569

    • Director of firm who is not a certification employee or a SMF manager (31 Aug 2023 to 21 Jun 2024)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
    • SMF3 Executive Director (4 Dec 2020 to 4 Jun 2021)
  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
    • SMF3 Executive Director (4 Dec 2020 to 4 Jun 2021)
    • SMF1 Chief Executive (7 Mar 2016 to 4 Dec 2020)
    • CF3 Chief Executive (27 Sep 2013 to 6 Mar 2016)
    • CF30 Customer (1 Nov 2007 to 30 Sep 2013)
    • CF1 Director (1 Dec 2001 to 6 Mar 2016)
    • CF27 Investment Management (1 Dec 2001 to 31 Oct 2007)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
    • SMF3 Executive Director (4 Dec 2020 to 4 Jun 2021)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
    • SMF3 Executive Director (4 Dec 2020 to 4 Jun 2021)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
    • SMF3 Executive Director (4 Dec 2020 to 4 Jun 2021)
    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
    • SMF3 Executive Director (4 Dec 2020 to 4 Jun 2021)
    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
    • SMF3 Executive Director (4 Dec 2020 to 4 Jun 2021)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
    • SMF3 Executive Director (9 Dec 2019 to 4 Jun 2021)
    • SMF1 Chief Executive (9 Dec 2019 to 4 Dec 2020)
    • Responsible for Insurance Mediation (17 Oct 2018 to 17 Oct 2018)
    • CF3 Chief Executive (17 Oct 2018 to 8 Dec 2019)
    • CF1 Director (27 Sep 2013 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.