Jamie Evans

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF4 Partner (AR) (since 13 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 3 Nov 2022)
    • CF30 Customer (since 20 Oct 2022)
  • Surrey Hills Private Clients

    FRN 985439

    • (2)Employed By (since 20 Oct 2022)

Recent activity

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

  1. controlled function removed: Employed By at Surrey Hills Private Clients

  2. controlled function added: (2)Employed By at Surrey Hills Private Clients