Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Evelyn Partners Securities
FRN 124255
- [FCA CF] Manager of certification employee (since 26 Nov 2024)
- [FCA CF] Client dealing (since 26 Oct 2023)
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Evelyn Partners Investment Services Limited
FRN 131816
- [FCA CF] Manager of certification employee (since 26 Nov 2024)
- [FCA CF] Client dealing (since 9 Dec 2019)
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- [FCA CF] Manager of certification employee (since 26 Nov 2024)
- [FCA CF] Client dealing (since 11 May 2021)
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- CF30 Customer (17 Feb 2017 to 30 Apr 2018)
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- CF30 Customer (3 Mar 2008 to 28 May 2010)
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- CF30 Customer (28 Feb 2008 to 28 May 2010)
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- CF30 Customer (1 Nov 2007 to 3 Mar 2008)
- CF21 Investment Adviser (5 Feb 2007 to 31 Oct 2007)
- CF26 Customer Trading (5 Feb 2007 to 31 Oct 2007)
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- CF21 Investment Adviser (10 Jan 2006 to 1 Feb 2007)
- CF26 Customer Trading (10 Jan 2006 to 1 Feb 2007)
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- CF21 Investment Adviser (10 Feb 2005 to 11 Nov 2005)
- CF26 Customer Trading (10 Feb 2005 to 26 Sep 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.