Where they hold approval

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

    • 14. Managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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 8 Jul 2025)
    • [FCA CF] Client dealing (since 8 Jul 2025)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • CF21 Investment Adviser (17 Oct 2005 to 20 Jan 2006)
    • CF27 Investment Management (17 Oct 2005 to 20 Jan 2006)

Recent activity

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

No changes recorded yet.