Where they hold approval

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

  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Manager of certification employee (1 Apr 2021 to 26 Oct 2022)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Significant management (14 Jan 2021 to 7 Mar 2022)
    • [FCA CF] Manager of certification employee (14 Jan 2021 to 26 Oct 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Significant management (14 Jan 2021 to 7 Mar 2022)
    • [FCA CF] Manager of certification employee (14 Jan 2021 to 26 Oct 2022)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Significant management (14 Jan 2021 to 7 Mar 2022)
    • [FCA CF] Manager of certification employee (14 Jan 2021 to 26 Oct 2022)
    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Manager of certification employee (14 Jan 2021 to 26 Oct 2022)
    • [FCA CF] Significant management (14 Jan 2021 to 7 Mar 2022)
    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Manager of certification employee (14 Jan 2021 to 26 Oct 2022)
    • [FCA CF] Significant management (14 Jan 2021 to 7 Mar 2022)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Manager of certification employee (1 Apr 2021 to 26 Oct 2022)
  • S&W Partners Corporate Finance Limited (no longer approved here)

    FRN 216729

    • SMF24 Chief Operations (4 Mar 2022 to 31 Mar 2025)
    • [FCA CF] Manager of certification employee (1 Apr 2021 to 26 Oct 2022)
  • Evelyn Partners Asset Management Limited (no longer approved here)

    FRN 223074

    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Manager of certification employee (14 Jan 2021 to 26 Oct 2022)
    • [FCA CF] Significant management (14 Jan 2021 to 7 Mar 2022)
  • Evelyn Partners Investment Management LLP (no longer approved here)

    FRN 580531

    • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
    • [FCA CF] Manager of certification employee (1 Apr 2021 to 26 Oct 2022)

Recent activity

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

  1. controlled function added: (3)Employed By at Purely Financial Planning Limited