Evan Hughes Roberts

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF1 Director (AR) (since 8 Jul 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 4 May 2017)
  • Roberts Wealth Management Ltd

    FRN 928865

    • (2)Employed By (since 8 Jul 2020)
  • BPC Wealth Management Ltd (no longer approved here)

    FRN 764133

    • Employed By (4 May 2017 to 15 Jul 2020)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (22 May 2014 to 6 Mar 2016)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (1 Nov 2007 to 2 May 2014)
    • CF22 Investment Adviser (Trainee) (14 May 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (7 Feb 2006 to 15 May 2007)

Recent activity

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

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