Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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HW Financial Services Limited
FRN 134190
- [FCA CF] Manager of certification employee (since 18 Jul 2025)
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Evelyn Partners Financial Planning Limited
FRN 136414
- [FCA CF] Manager of certification employee (since 18 Jul 2025)
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- [FCA CF] Client dealing (24 Aug 2021 to 15 Aug 2022)
- [FCA CF] Functions requiring qualifications (24 Aug 2021 to 15 Aug 2022)
- [FCA CF] Manager of certification employee (9 Dec 2019 to 13 Jun 2025)
- CF30 Customer (22 Jun 2018 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.