Where they hold approval

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

    • SMF9 Chair of the Governing Body (since 19 Jun 2024)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • SMF1 Chief Executive (9 Dec 2019 to 19 Jun 2024)
    • CF3 Chief Executive (29 Aug 2013 to 8 Dec 2019)
    • Responsible for Insurance Mediation (26 Apr 2012 to 30 Sep 2018)
    • CF28 Systems and controls (3 Apr 2012 to 13 Jan 2016)
    • CF30 Customer (3 Apr 2012 to 16 Nov 2012)
    • CF10 Compliance Oversight (3 Apr 2012 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (3 Apr 2012 to 30 Apr 2012)
    • CF1 Director (3 Apr 2012 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF10 Compliance Oversight (10 Dec 2001 to 28 Jun 2002)
    • CF8 Apportionment and Oversight (10 Dec 2001 to 3 May 2006)
    • CF3 Chief Executive (10 Dec 2001 to 3 May 2006)
    • CF1 Director (10 Dec 2001 to 3 May 2006)

Recent activity

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

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