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.

    • 14. Managing investments
    • 17. Administrative functions in relation to managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 22 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 22 Oct 2025)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • [FCA CF] Client dealing (30 Jan 2024 to 3 Oct 2025)
    • [FCA CF] Functions requiring qualifications (30 Jan 2024 to 3 Oct 2025)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • [FCA CF] Client dealing (30 Jan 2024 to 3 Oct 2025)
    • [FCA CF] Functions requiring qualifications (30 Jan 2024 to 3 Oct 2025)
    • [FCA CF] Client dealing (30 Jan 2024 to 3 Oct 2025)
    • [FCA CF] Functions requiring qualifications (30 Jan 2024 to 3 Oct 2025)
    • [FCA CF] Functions requiring qualifications (30 Jan 2024 to 3 Oct 2025)
    • [FCA CF] Client dealing (30 Jan 2024 to 3 Oct 2025)
  • Evelyn Partners Asset Management Limited (no longer approved here)

    FRN 223074

    • [FCA CF] Client dealing (30 Jan 2024 to 3 Oct 2025)
    • [FCA CF] Functions requiring qualifications (30 Jan 2024 to 3 Oct 2025)
  • Evelyn Partners Investment Management LLP (no longer approved here)

    FRN 580531

    • [FCA CF] Client dealing (30 Jan 2024 to 3 Oct 2025)
    • [FCA CF] Functions requiring qualifications (30 Jan 2024 to 3 Oct 2025)

Recent activity

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