Matthew Stevenson

• LGT Wealth Management Limited

  FRN 466684

  • 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
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
  • [FCA CF] Client dealing (since 1 Nov 2025)
• LGT Wealth Management UK LLP

  FRN 471048

  • 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
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2025)
  • [FCA CF] Client dealing (since 1 Mar 2025)
• Evelyn Partners Securities (no longer approved here)

  FRN 124255

  • [FCA CF] Client dealing (25 Oct 2022 to 16 Feb 2024)
• TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

  FRN 142989

  • [FCA CF] Client dealing (25 Oct 2022 to 16 Feb 2024)
• Evelyn Partners Discretionary Investment Management Limited (no longer approved here)

  FRN 147103

  • [FCA CF] Client dealing (25 Oct 2022 to 16 Feb 2024)
• Evelyn Partners Investment Management Services Limited (no longer approved here)

  FRN 165169

  • [FCA CF] Client dealing (25 Oct 2022 to 16 Feb 2024)
• Evelyn Partners Asset Management Limited (no longer approved here)

  FRN 223074

  • [FCA CF] Client dealing (25 Oct 2022 to 16 Feb 2024)

No changes recorded yet.