Where they hold approval

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

  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Manager of certification employee (4 Jul 2022 to 31 Jul 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2025)
    • CF30 Customer (9 Jan 2019 to 8 Dec 2019)
    • [FCA CF] Manager of certification employee (21 Jan 2020 to 1 Jan 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2025)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (2 Jun 2014 to 28 May 2015)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.