David Douglas Percy

Watch for changes

Where they hold approval

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

Evelyn Partners Discretionary Investment Management Limited (no longer approved here)
FRN 147103
- CF29 Significant management (21 Jul 2015 to 1 Aug 2016)
TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)
FRN 142989
- CF10a CASS Oversight function (1 Oct 2011 to 1 Aug 2016)
- CF29 Significant management (15 Aug 2011 to 1 Aug 2016)
Evelyn Partners Financial Planning Limited (no longer approved here)
FRN 136414
- CF1 Director (4 Oct 2006 to 1 Aug 2016)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.