Where they hold approval

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

    • 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] Client dealing (since 16 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 16 Feb 2026)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • [FCA CF] Manager of certification employee (1 Feb 2021 to 16 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Dec 2025)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • [FCA CF] Manager of certification employee (1 Feb 2021 to 16 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Dec 2025)
    • [FCA CF] Manager of certification employee (1 Feb 2021 to 16 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Dec 2025)
    • CF30 Customer (22 Nov 2019 to 8 Dec 2019)
    • [FCA CF] Manager of certification employee (1 Feb 2021 to 16 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Dec 2025)
    • CF30 Customer (22 Nov 2019 to 8 Dec 2019)
  • Evelyn Partners Asset Management Limited (no longer approved here)

    FRN 223074

    • [FCA CF] Manager of certification employee (1 Feb 2021 to 16 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Dec 2025)

Recent activity

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

No changes recorded yet.