Where they hold approval

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

  • Carpenter Rees Limited (no longer approved here)

    FRN 189740

    • CF30 Customer (1 Nov 2007 to 30 Mar 2012)
    • CF21 Investment Adviser (29 Sep 2004 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (29 Sep 2004 to 31 Oct 2007)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (27 May 2003 to 21 Oct 2004)
    • CF22 Investment Adviser (Trainee) (7 Mar 2002 to 27 May 2003)

Recent activity

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

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