Lisa Jayne Evans

Last updated
1 week ago
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Where they hold approval

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

  • WESLEYAN FINANCIAL SERVICES LIMITED

    FRN 134753

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 22 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 22 Jan 2025)
    • [FCA CF] Functions requiring qualifications (10 Jan 2023 to 7 Sep 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 11 May 2020)
    • CF30 Customer (31 Aug 2017 to 8 Dec 2019)
  • HDG Financial Services Ltd (no longer approved here)

    FRN 756172

    • CF30 Customer (10 Apr 2017 to 13 Jul 2017)

Recent activity

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

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