Paula Evelynn MacGregor

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.

  • HW Financial Services Limited

    FRN 134190

    • 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] Functions requiring qualifications (since 9 Dec 2025)
    • [FCA CF] Client dealing (since 9 Dec 2025)
  • 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 7 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 7 Apr 2025)
  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 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 7 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 7 Apr 2025)
  • 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] Client dealing (since 7 Sep 2022)
    • [FCA CF] Functions requiring qualifications (since 7 Sep 2022)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 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] Functions requiring qualifications (since 7 Sep 2022)
    • [FCA CF] Client dealing (since 7 Sep 2022)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (21 Apr 2021 to 9 Jun 2022)
    • Appointed representative dealing with clients for which they require qualification (27 Nov 2020 to 9 Jun 2022)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (560)Employed By (21 Apr 2021 to 9 Jun 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (10 May 2017 to 9 Jul 2020)
  • Ridland Wealth Management Limited (no longer approved here)

    FRN 401701

    • (2)Employed By (10 May 2017 to 9 Jul 2020)

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