Lisa McLeod

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 12 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 12 Feb 2026)
  • Evelyn Partners Securities

    FRN 124255

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2023)
    • [FCA CF] Client dealing (since 14 Feb 2023)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

    FRN 142989

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 14 Feb 2023)
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2023)
  • Evelyn Partners Discretionary Investment Management Limited

    FRN 147103

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 14 Feb 2023)
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2023)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2023)
    • [FCA CF] Client dealing (since 14 Feb 2023)
  • Evelyn Partners Asset Management Limited

    FRN 223074

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 14 Feb 2023)
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2023)
  • Redmayne-Bentley LLP (no longer approved here)

    FRN 499510

    • [FCA CF] Material risk taker (9 Dec 2019 to 7 Oct 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Oct 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 7 Oct 2022)
    • CF30 Customer (5 Nov 2015 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.