Where they hold approval

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

    • 14. Managing investments
    • [FCA CF] Client dealing (since 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Jan 2024)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • [FCA CF] Client dealing (9 Dec 2019 to 18 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2023)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

    FRN 142989

    • [FCA CF] Client dealing (9 Dec 2019 to 18 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 18 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 18 Oct 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (14 May 2007 to 31 Oct 2007)
  • Evelyn Partners Asset Management Limited (no longer approved here)

    FRN 223074

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 18 Oct 2023)

Recent activity

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

No changes recorded yet.