Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- 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] Manager of certification employee (since 12 Mar 2026)
- [FCA CF] Functions requiring qualifications (since 13 Aug 2025)
- [FCA CF] Client dealing (since 13 Aug 2025)
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- 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] Manager of certification employee (since 12 Mar 2026)
- [FCA CF] Client dealing (since 13 Aug 2025)
- [FCA CF] Functions requiring qualifications (since 13 Aug 2025)
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- 14. Managing investments
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- [FCA CF] Manager of certification employee (since 12 Mar 2026)
- [FCA CF] Client dealing (since 13 Aug 2025)
- [FCA CF] Functions requiring qualifications (since 13 Aug 2025)
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Evelyn Partners Investment Management LLP
FRN 580531
- 14. Managing investments
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- [FCA CF] Manager of certification employee (since 12 Mar 2026)
- [FCA CF] Functions requiring qualifications (since 30 Aug 2023)
- [FCA CF] Client dealing (since 30 Aug 2023)
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- [FCA CF] Functions requiring qualifications (13 Aug 2025 to 15 Aug 2025)
- [FCA CF] Client dealing (13 Aug 2025 to 15 Aug 2025)
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- [FCA CF] Client dealing (13 Aug 2025 to 15 Aug 2025)
- [FCA CF] Functions requiring qualifications (13 Aug 2025 to 15 Aug 2025)
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- [FCA CF] Functions requiring qualifications (5 Nov 2021 to 28 Jul 2023)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Oct 2021)
- [FCA CF] Material risk taker (9 Dec 2019 to 5 Oct 2021)
- [FCA CF] Client dealing (9 Dec 2019 to 5 Oct 2021)
- CF30 Customer (17 Oct 2017 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.