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.

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 7 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (21 Mar 2016 to 17 Jun 2019)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF30 Customer (17 Apr 2013 to 29 Jan 2016)

Recent activity

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

No changes recorded yet.