Where they hold approval

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

  • Fidelius Ltd

    FRN 188615

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 2 Nov 2022)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 31 May 2016)
    • Employed By (since 1 Jun 2016)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (19 Aug 2015 to 3 Mar 2016)

Recent activity

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

No changes recorded yet.