Gerald Evans

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.

  • Succession Financial Management Limited

    FRN 225831

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • [FCA CF] Functions requiring qualifications (20 Apr 2022 to 1 Oct 2023)
  • The Wealth Management Group LLP (no longer approved here)

    FRN 467903

    • [FCA CF] Functions requiring qualifications (1 Jan 2022 to 1 Feb 2022)
    • [FCA CF] Client dealing (1 Dec 2021 to 1 Feb 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2022)
    • CF30 Customer (15 Feb 2019 to 4 Jan 2022)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (8 Sep 2014 to 8 Jun 2015)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (20 Oct 2005 to 20 Oct 2005)

Recent activity

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

No changes recorded yet.