Where they hold approval

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

    • (3)Employed By (since 1 Aug 2025)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 16 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (21 Jan 2025 to 1 Jul 2025)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (2 Sep 2010 to 7 Jan 2015)
  • SPF Private Clients Limited (no longer approved here)

    FRN 189213

    • CF1 Director (28 Nov 2005 to 10 Dec 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 17 Mar 2006)

Recent activity

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

No changes recorded yet.