Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Evelyn Partners Investment Management LLP
FRN 580531
- SMF27 Partner (since 6 Oct 2023)
- SMF1 Chief Executive (since 6 Oct 2023)
- [FCA CF] Manager of certification employee (22 Aug 2023 to 16 Oct 2023)
- [FCA CF] Significant management (22 Aug 2023 to 16 Oct 2023)
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- SMF7 Group Entity Senior Manager (6 Oct 2023 to 30 Jun 2025)
- [FCA CF] Significant management (22 Aug 2023 to 16 Oct 2023)
- [FCA CF] Manager of certification employee (22 Aug 2023 to 16 Oct 2023)
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- SMF1 Chief Executive (6 Oct 2023 to 1 Apr 2026)
- SMF3 Executive Director (6 Oct 2023 to 1 Apr 2026)
- [FCA CF] Manager of certification employee (22 Aug 2023 to 16 Oct 2023)
- [FCA CF] Significant management (22 Aug 2023 to 16 Oct 2023)
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- SMF1 Chief Executive (6 Oct 2023 to 6 Mar 2025)
- SMF3 Executive Director (6 Oct 2023 to 3 Apr 2025)
- [FCA CF] Significant management (22 Aug 2023 to 16 Oct 2023)
- [FCA CF] Manager of certification employee (22 Aug 2023 to 16 Oct 2023)
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- SMF1 Chief Executive (10 Dec 2018 to 9 May 2019)
- SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
- CF3 Chief Executive (12 Aug 2009 to 6 Mar 2016)
- CF1 Director (12 Aug 2009 to 6 Mar 2016)
- CF8 Apportionment and Oversight (12 Aug 2009 to 6 Mar 2016)
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- SMF1 Chief Executive (10 Dec 2018 to 9 May 2019)
- SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
- CF1 Director (12 Aug 2009 to 6 Mar 2016)
- CF3 Chief Executive (12 Aug 2009 to 6 Mar 2016)
- CF8 Apportionment and Oversight (12 Aug 2009 to 6 Mar 2016)
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- CF1 Director (15 Feb 2010 to 5 May 2011)
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- CF1 Director (15 Feb 2010 to 9 May 2019)
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- CF2 Non Executive Director (30 Jan 2009 to 18 Sep 2009)
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- CF29 Significant management (1 Nov 2007 to 18 Sep 2009)
- CF17 Significant Mgt (Other Business Operations) (6 Feb 2007 to 31 Oct 2007)
- Responsible for Insurance Mediation (6 Feb 2007 to 26 Feb 2007)
- CF16 Significant Mgt (Desgntd Investment Business) (24 Mar 2004 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.