Dean Sherrin

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 Investment Management LLP

    FRN 580531

    • 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
    • 14. Managing investments
    • [FCA CF] Client dealing (since 12 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 12 Feb 2026)
  • Evelyn Partners Securities

    FRN 124255

    • 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 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Oct 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2024)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

    FRN 142989

    • 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 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2024)
  • 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] Functions requiring qualifications (since 8 Oct 2024)
    • [FCA CF] Client dealing (since 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2024)
    • CF30 Customer (19 Sep 2018 to 8 Dec 2019)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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
    • [FCA CF] Client dealing (since 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Oct 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2024)
    • CF30 Customer (8 Dec 2017 to 8 Dec 2019)
  • Evelyn Partners Asset Management Limited

    FRN 223074

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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
    • [FCA CF] Client dealing (since 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2024)
  • Atomos Investments Limited (no longer approved here)

    FRN 122588

    • CF30 Customer (15 Mar 2013 to 26 Sep 2014)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2001)

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