Patrick Bruce Varley

Last updated
2 weeks ago
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Where they hold approval

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

  • Evelyn Partners Discretionary Investment Management Limited

    FRN 147103

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 25 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 25 Mar 2025)
    • [FCA CF] Manager of certification employee (since 25 Mar 2025)
  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Manager of certification employee (since 25 Mar 2025)
    • [FCA CF] Client dealing (since 25 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 25 Mar 2025)
  • HW Financial Services Limited

    FRN 134190

    • [FCA CF] Manager of certification employee (since 26 Mar 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Dec 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Dec 2021)
    • CF30 Customer (24 Aug 2019 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Manager of certification employee (since 2 Dec 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (20 Aug 2019 to 8 Dec 2019)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Manager of certification employee (since 2 Dec 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • [FCA CF] Manager of certification employee (26 Mar 2024 to 3 Dec 2025)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Manager of certification employee (26 Mar 2024 to 3 Dec 2025)
  • Streets Financial Consulting Limited (no longer approved here)

    FRN 116445

    • CF30 Customer (15 Nov 2016 to 1 Jul 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF4 Partner (AR) (1 Oct 2015 to 11 Jun 2016)
    • CF30 Customer (1 Oct 2015 to 11 Jun 2016)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (1 Oct 2015 to 11 Jun 2016)

Recent activity

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

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