Where they hold approval

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

  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Manager of certification employee (29 Nov 2023 to 31 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2026)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Manager of certification employee (29 Nov 2023 to 31 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2026)
    • CF30 Customer (5 May 2010 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.