Where they hold approval

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

  • Saltus Financial Planning Limited (no longer approved here)

    FRN 722703

    • [FCA CF] Client dealing (25 Oct 2023 to 30 Apr 2025)
    • [FCA CF] Functions requiring qualifications (1 Mar 2023 to 30 Apr 2025)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 30 Dec 2008)
    • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF21 Investment Adviser (22 Dec 2003 to 19 Nov 2004)
    • CF22 Investment Adviser (Trainee) (26 Sep 2002 to 22 Dec 2003)

Recent activity

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

No changes recorded yet.