Where they hold approval

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

  • S&W Partners Corporate Finance Limited (no longer approved here)

    FRN 216729

    • [FCA CF] Significant management (10 Mar 2021 to 15 Aug 2022)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • [FCA CF] Material risk taker (9 Dec 2019 to 1 Oct 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 15 Aug 2022)
    • CF30 Customer (5 Jul 2012 to 30 Sep 2013)
  • Quilter Cheviot Limited (no longer approved here)

    FRN 124259

    • CF30 Customer (1 Nov 2007 to 12 Apr 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF27 Investment Management (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

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