Gary Evans

Last updated
5 days ago
Watch for changes

Where they hold approval

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

  • Timely Wealth Management Ltd

    FRN 1007121

    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 13 Dec 2024)
    • [FCA CF] Client dealing (since 13 Dec 2024)
    • Responsibility for MCD Intermediation (since 15 Nov 2024)
    • SMF3 Executive Director (since 15 Nov 2024)
  • Masterplan Financial Ltd (no longer approved here)

    FRN 746267

    • [FCA CF] Client dealing (17 Feb 2023 to 13 Dec 2024)
    • [FCA CF] Functions requiring qualifications (17 Feb 2023 to 13 Dec 2024)

Recent activity

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

No changes recorded yet.