Where they hold approval

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

    • SMF9 Chair of the Governing Body (since 19 Apr 2023)
    • SMF7 Group Entity Senior Manager (since 8 Oct 2021)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 23 Sep 2020)
    • SMF10 Chair of the Risk Committee (9 Dec 2019 to 23 Sep 2020)
    • CF2 Non Executive Director (11 Aug 2014 to 8 Dec 2019)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • SMF10 Chair of the Risk Committee (9 Dec 2019 to 23 Sep 2020)
    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 23 Sep 2020)
    • CF2 Non Executive Director (8 Apr 2014 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • SMF10 Chair of the Risk Committee (9 Dec 2019 to 23 Sep 2020)
    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 23 Sep 2020)
    • CF2 Non Executive Director (2 Aug 2016 to 8 Dec 2019)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • SMF10 Chair of the Risk Committee (9 Dec 2019 to 23 Sep 2020)
    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 23 Sep 2020)
    • CF2 Non Executive Director (2 Aug 2016 to 8 Dec 2019)
    • SMF10 Chair of the Risk Committee (9 Dec 2019 to 23 Sep 2020)
    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 23 Sep 2020)
    • CF2 Non Executive Director (2 Aug 2016 to 8 Dec 2019)
    • SMF10 Chair of the Risk Committee (9 Dec 2019 to 23 Sep 2020)
    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 23 Sep 2020)
    • CF2 Non Executive Director (8 Apr 2014 to 8 Dec 2019)
  • Evelyn Partners Asset Management Limited (no longer approved here)

    FRN 223074

    • SMF10 Chair of the Risk Committee (9 Dec 2019 to 23 Sep 2020)
    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 23 Sep 2020)
    • CF2 Non Executive Director (10 May 2016 to 8 Dec 2019)
  • Partnership Home Loans Limited (no longer approved here)

    FRN 305177

    • CF2 Non Executive Director (4 Apr 2016 to 4 Apr 2016)

Recent activity

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

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