Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 14. Managing investments
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- [FCA CF] Client dealing (since 12 Feb 2026)
- [FCA CF] Functions requiring qualifications (since 12 Feb 2026)
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- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 14. Managing investments
- [FCA CF] Functions requiring qualifications (since 12 Feb 2026)
- [FCA CF] Client dealing (since 12 Feb 2026)
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Evelyn Partners Investment Management LLP
FRN 580531
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- [FCA CF] Functions requiring qualifications (since 27 Apr 2022)
- [FCA CF] Client dealing (since 27 Apr 2022)
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- [FCA CF] Functions requiring qualifications (11 Apr 2018 to 12 Mar 2021)
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- CF30 Customer (1 Nov 2007 to 23 Oct 2009)
- CF27 Investment Management (6 Apr 2005 to 31 Oct 2007)
- CF21 Investment Adviser (6 Apr 2005 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.