Where they hold approval

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

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 16 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 16 Oct 2024)
    • [FCA CF] Manager of certification employee (since 16 Oct 2024)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jun 2022)
    • CF30 Customer (16 Mar 2018 to 2 Jun 2022)
  • Place Campbell TrinityBridge Limited (no longer approved here)

    FRN 218893

    • (11)Employed By (20 Mar 2018 to 2 Jun 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 2 Aug 2017)
    • CF22 Investment Adviser (Trainee) (14 Jun 2007 to 31 Oct 2007)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF21 Investment Adviser (3 Jul 2006 to 18 May 2007)

Recent activity

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

  1. controlled function added: (11)Employed By at Place Campbell TrinityBridge Limited