Simon Evans

Last updated
2 weeks ago
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Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 9 May 2012)
    • CF4 Partner (AR) (since 9 May 2012)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (2 Apr 2012 to 27 Apr 2012)
    • CF4 Partner (AR) (2 Apr 2012 to 27 Apr 2012)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF4 Partner (AR) (22 Apr 2010 to 1 Apr 2012)
    • CF30 Customer (7 Jan 2008 to 1 Apr 2012)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (483)Employed By (7 Jan 2008 to 27 Apr 2010)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (1 Nov 2007 to 18 Jan 2008)
    • CF21 Investment Adviser (13 Aug 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 13 Aug 2002)

Recent activity

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

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