Philip Jeffery Grundy

• HFS Milbourne Financial Services Limited

  FRN 125051

  • [FCA CF] Manager of certification employee (since 7 Nov 2022)
• HW Financial Services Limited

  FRN 134190

  • [FCA CF] Manager of certification employee (since 7 Nov 2022)
  • [FCA CF] Significant management (since 9 Dec 2019)
  • CF28 Systems and controls (22 Feb 2016 to 19 Oct 2017)
• Evelyn Partners Financial Planning Limited

  FRN 136414

  • [FCA CF] Manager of certification employee (since 7 Nov 2022)
  • [FCA CF] Significant management (since 9 Dec 2019)
• Evelyn Partners Investment Management Services Limited

  FRN 165169

  • [FCA CF] Manager of certification employee (since 7 Nov 2022)
  • [FCA CF] Significant management (since 9 Dec 2019)
  • CF28 Systems and controls (26 Nov 2014 to 19 Oct 2017)
• Evelyn Partners Investment Services Limited

  FRN 131816

  • [FCA CF] Significant management (since 24 Sep 2020)
• Evelyn Partners Investment Management LLP

  FRN 580531

  • [FCA CF] Significant management (since 24 Sep 2020)
• Evelyn Partners Securities

  FRN 124255

  • [FCA CF] Significant management (since 9 Dec 2019)
  • CF28 Systems and controls (26 Nov 2014 to 19 Oct 2017)
• TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

  FRN 142989

  • [FCA CF] Significant management (since 9 Dec 2019)
• Evelyn Partners Discretionary Investment Management Limited

  FRN 147103

  • [FCA CF] Significant management (since 9 Dec 2019)
• Evelyn Partners Asset Management Limited

  FRN 223074

  • [FCA CF] Significant management (since 9 Dec 2019)
  • CF28 Systems and controls (10 May 2016 to 19 Oct 2017)

No changes recorded yet.