Where they hold approval

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

    • (4)Employed By (since 20 Aug 2021)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 24 Jun 2010)
    • CF30 Customer (since 24 Jun 2010)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 22 Jun 2010)

Recent activity

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

  1. controlled function removed: Employed By at AMG Wealth Management Ltd

  2. controlled function added: (4)Employed By at AMG Wealth Management Ltd