Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Evelyn Partners Securities
FRN 124255
- [FCA CF] Manager of certification employee (since 25 Mar 2024)
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- [FCA CF] Manager of certification employee (since 25 Mar 2024)
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- [FCA CF] Manager of certification employee (since 25 Mar 2024)
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- [FCA CF] Manager of certification employee (since 25 Mar 2024)
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Evelyn Partners Asset Management Limited
FRN 223074
- [FCA CF] Manager of certification employee (since 25 Mar 2024)
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Evelyn Partners Investment Management LLP
FRN 580531
- [FCA CF] Manager of certification employee (since 25 Mar 2024)
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Evelyn Partners Investment Services Limited
FRN 131816
- 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
- 16. Safeguarding and administering investments or holding client money
- 17. Administrative functions in relation to managing investments
- [FCA CF] Functions requiring qualifications (since 16 Feb 2022)
- [FCA CF] Manager of certification employee (since 16 Feb 2022)
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- [FCA CF] Functions requiring qualifications (19 Jan 2021 to 16 Feb 2022)
- [FCA CF] Manager of certification employee (19 Jan 2021 to 16 Feb 2022)
Recent activity
Updates to this individual's record on the FCA register.
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