Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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] Functions requiring qualifications (since 9 Mar 2026)
- [FCA CF] Client dealing (since 9 Mar 2026)
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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 6 Oct 2025)
- [FCA CF] Client dealing (since 6 Oct 2025)
- [FCA CF] Client dealing (9 Dec 2019 to 11 Apr 2024)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Apr 2024)
- CF30 Customer (16 Jul 2019 to 8 Dec 2019)
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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] Functions requiring qualifications (since 6 Oct 2025)
- [FCA CF] Client dealing (since 6 Oct 2025)
- [FCA CF] Client dealing (9 Dec 2019 to 11 Apr 2024)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Apr 2024)
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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] Functions requiring qualifications (since 6 Oct 2025)
- [FCA CF] Client dealing (since 6 Oct 2025)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Apr 2024)
- [FCA CF] Client dealing (9 Dec 2019 to 11 Apr 2024)
-
- 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 6 Oct 2025)
- [FCA CF] Functions requiring qualifications (since 6 Oct 2025)
- [FCA CF] Client dealing (9 Dec 2019 to 11 Apr 2024)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Apr 2024)
- CF30 Customer (16 Jul 2019 to 8 Dec 2019)
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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 6 Oct 2025)
- [FCA CF] Client dealing (since 6 Oct 2025)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Apr 2024)
- [FCA CF] Client dealing (9 Dec 2019 to 11 Apr 2024)
- CF30 Customer (16 Jul 2019 to 8 Dec 2019)
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- [FCA CF] Functions requiring qualifications (2 Apr 2024 to 22 Aug 2025)
- [FCA CF] Client dealing (2 Apr 2024 to 22 Aug 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.