Where they hold approval

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

  • Verso Wealth Management Limited (no longer approved here)

    FRN 153871

    • [FCA CF] Client dealing (2 Jan 2025 to 14 Jan 2026)
    • [FCA CF] Functions requiring qualifications (2 Jan 2025 to 14 Jan 2026)
  • W H Ireland Limited (no longer approved here)

    FRN 140773

    • [FCA CF] Functions requiring qualifications (27 Oct 2021 to 20 Dec 2024)
    • [FCA CF] Client dealing (27 Oct 2021 to 20 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (27 Oct 2021 to 28 Oct 2021)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 27 Feb 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

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