Lucy Taylor

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 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] Manager of certification employee (since 12 Feb 2026)
    • [FCA CF] Client dealing (since 7 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 7 Jun 2023)
  • 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] Client dealing (since 7 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 7 Jun 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 7 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 7 Jun 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] Client dealing (since 7 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2023)
    • [FCA CF] Manager of certification employee (since 19 Jul 2022)
  • 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] Functions requiring qualifications (since 7 Jun 2023)
    • [FCA CF] Client dealing (since 7 Jun 2023)
  • 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] Manager of certification employee (since 19 Jul 2022)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (19 Sep 2019 to 8 Dec 2019)
  • Brooks Macdonald Asset Management Limited (no longer approved here)

    FRN 184918

    • CF30 Customer (1 Nov 2007 to 11 Jun 2019)
    • CF21 Investment Adviser (13 Aug 2007 to 31 Oct 2007)
    • CF27 Investment Management (13 Aug 2007 to 31 Oct 2007)
  • BELLECAPITAL UK LIMITED (no longer approved here)

    FRN 140948

    • CF21 Investment Adviser (25 Feb 2003 to 15 May 2007)
    • CF27 Investment Management (25 Feb 2003 to 15 May 2007)

Recent activity

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

No changes recorded yet.