Where they hold approval

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

  • Canaccord Genuity Wealth Limited (no longer approved here)

    FRN 194927

    • [FCA CF] Client dealing (2 Dec 2020 to 4 Jul 2025)
    • [FCA CF] Functions requiring qualifications (2 Dec 2020 to 18 Aug 2023)
    • CF30 Customer (13 Jan 2014 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 9 Oct 2009)
    • CF22 Investment Adviser (Trainee) (11 Oct 2007 to 31 Oct 2007)

Recent activity

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

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