Where they hold approval

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

  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2022)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Dec 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2022)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Dec 2022)
    • CF30 Customer (25 Aug 2015 to 8 Dec 2019)
  • Townends Wealth Management Ltd (no longer approved here)

    FRN 414825

    • Employed By (28 May 2015 to 10 Feb 2016)
    • CF1 Director (1 Dec 2001 to 11 May 2010)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 11 May 2010)

Recent activity

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

No changes recorded yet.