Ross Anders

Last updated
3 weeks ago
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Where they hold approval

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

  • HW Financial Services Limited

    FRN 134190

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Manager of certification employee (since 13 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 3 Mar 2020)
    • [FCA CF] Client dealing (since 3 Mar 2020)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Manager of certification employee (since 13 Feb 2025)
    • [FCA CF] Client dealing (since 3 Mar 2020)
    • [FCA CF] Functions requiring qualifications (since 3 Mar 2020)
  • Evelyn Partners Investment Management Services Limited (no longer approved here)

    FRN 165169

    • [FCA CF] Functions requiring qualifications (10 Sep 2024 to 19 Dec 2024)
    • [FCA CF] Client dealing (10 Sep 2024 to 19 Dec 2024)
  • Citibank, N.A. (no longer approved here)

    FRN 124704

    • CF30 Customer (12 Aug 2014 to 28 May 2015)
  • Dart Capital Limited (no longer approved here)

    FRN 137569

    • CF30 Customer (1 Sep 2013 to 18 Jul 2014)

Recent activity

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

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