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.

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 14 Aug 2012)
    • CF1 Director (AR) (18 Apr 2019 to 25 Aug 2020)
    • CF4 Partner (AR) (14 Aug 2012 to 3 Apr 2025)
    • (1)Employed By (since 14 Aug 2012)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 13 Apr 2012)

Recent activity

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

No changes recorded yet.