Matthew Turner

Last updated
2 weeks ago
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Where they hold approval

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

  • Evelyn Partners Securities

    FRN 124255

    • [FCA CF] Manager of certification employee (since 27 Nov 2025)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

    FRN 142989

    • [FCA CF] Manager of certification employee (since 27 Nov 2025)
  • Evelyn Partners Asset Management Limited

    FRN 223074

    • [FCA CF] Manager of certification employee (since 27 Nov 2025)
  • Evelyn Partners Discretionary Investment Management Limited

    FRN 147103

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 25 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 25 Mar 2025)
    • [FCA CF] Manager of certification employee (since 25 Mar 2025)
  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Manager of certification employee (since 25 Mar 2025)
    • [FCA CF] Client dealing (since 25 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 25 Mar 2025)
  • HW Financial Services Limited

    FRN 134190

    • [FCA CF] Manager of certification employee (since 7 Oct 2024)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 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] Manager of certification employee (since 29 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (14 Mar 2019 to 8 Dec 2019)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 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] Manager of certification employee (since 29 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)

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