Jonathan Dark

• Evelyn Partners Asset Management Limited

  FRN 223074

  • [FCA CF] Material risk taker (since 23 Sep 2025)
  • [FCA CF] Manager of certification employee (since 15 May 2023)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Evelyn Partners Securities

  FRN 124255

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Manager of certification employee (since 15 May 2023)
  • [FCA CF] Significant management (since 16 Sep 2020)
• HFS Milbourne Financial Services Limited

  FRN 125051

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Significant management (since 14 Jul 2022)
• HW Financial Services Limited

  FRN 134190

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Evelyn Partners Financial Planning Limited

  FRN 136414

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Evelyn Partners Discretionary Investment Management Limited

  FRN 147103

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Manager of certification employee (since 15 May 2023)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Evelyn Partners Investment Management Services Limited

  FRN 165169

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Manager of certification employee (since 15 May 2023)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Evelyn Partners Investment Management LLP

  FRN 580531

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Manager of certification employee (since 15 May 2023)
  • [FCA CF] Significant management (since 16 Sep 2020)
• TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

  FRN 142989

  • SMF18 Other Overall Responsibility (since 3 Dec 2020)
• Evelyn Partners Investment Services Limited

  FRN 131816

  • SMF18 Other Overall Responsibility (since 13 Jul 2016)

No changes recorded yet.