Iwan Roberts

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.

  • HFS Milbourne Financial Services Limited

    FRN 125051

    • [FCA CF] Manager of certification employee (since 2 Dec 2025)
  • HW Financial Services Limited

    FRN 134190

    • 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)
    • [FCA CF] Manager of certification employee (since 17 Sep 2024)
    • [FCA CF] Functions requiring qualifications (since 2 Jun 2023)
    • [FCA CF] Client dealing (since 2 Jun 2023)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 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)
    • [FCA CF] Manager of certification employee (since 17 Sep 2024)
    • [FCA CF] Client dealing (since 2 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 2 Jun 2023)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Manager of certification employee (2 Dec 2025 to 1 Apr 2026)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • [FCA CF] Client dealing (17 Jul 2020 to 28 Apr 2023)
    • Appointed representative dealing with clients for which they require qualification (17 Jul 2020 to 28 Apr 2023)
    • CF1 Director (AR) (10 Jul 2020 to 28 Apr 2023)
    • CF30 Customer (10 Jul 2020 to 28 Apr 2023)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (17 Nov 2017 to 20 Sep 2018)
    • CF1 Director (AR) (17 Nov 2017 to 20 Sep 2018)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (25 Jun 2008 to 3 Dec 2010)

Recent activity

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

No changes recorded yet.