Where they hold approval

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

  • EMPLOYEE BENEFITS PARTNERSHIP LTD (no longer approved here)

    FRN 573661

    • SMF3 Executive Director (9 Dec 2019 to 1 Apr 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 1 Apr 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 1 Apr 2026)
    • CF30 Customer (2 Apr 2012 to 8 Dec 2019)
    • CF1 Director (2 Apr 2012 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (2 Apr 2012 to 8 Dec 2019)
    • Responsible for Insurance Mediation (2 Apr 2012 to 30 Sep 2018)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 10 Apr 2012)
    • CF22 Investment Adviser (Trainee) (3 Oct 2003 to 2 Jan 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2002)

Recent activity

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

No changes recorded yet.