Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 29 Apr 2026)
    • [FCA CF] Client dealing (since 29 Apr 2026)
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (10 Mar 2021 to 6 Dec 2023)
  • Avidus Scott Lang & Co. Limited (no longer approved here)

    FRN 777135

    • Employed By (10 Mar 2021 to 6 Dec 2023)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (28 Jul 2016 to 13 Oct 2017)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (1 May 2009 to 12 Jul 2016)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF22 Investment Adviser (Trainee) (7 Jul 2006 to 1 Jun 2007)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF22 Investment Adviser (Trainee) (13 Sep 2005 to 2 Jun 2006)

Recent activity

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

No changes recorded yet.