Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 14. Managing investments
- [FCA CF] Functions requiring qualifications (since 12 Feb 2026)
- [FCA CF] Client dealing (since 12 Feb 2026)
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- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 14. Managing investments
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- [FCA CF] Functions requiring qualifications (since 6 May 2021)
- [FCA CF] Client dealing (since 6 May 2021)
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Evelyn Partners Investment Management LLP
FRN 580531
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 14. Managing investments
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Manager of certification employee (9 Dec 2019 to 5 Jul 2022)
- CF30 Customer (7 May 2013 to 8 Dec 2019)
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- CF30 Customer (1 Nov 2007 to 30 Sep 2013)
- CF27 Investment Management (14 Jan 2003 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (4 Feb 2002 to 13 Sep 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.