Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Evelyn Partners Securities
FRN 124255
- [FCA CF] Manager of certification employee (since 27 Nov 2025)
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- [FCA CF] Manager of certification employee (since 27 Nov 2025)
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Evelyn Partners Asset Management Limited
FRN 223074
- [FCA CF] Manager of certification employee (since 27 Nov 2025)
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- [FCA CF] Manager of certification employee (since 7 Apr 2025)
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Evelyn Partners Investment Management LLP
FRN 580531
- [FCA CF] Manager of certification employee (since 7 Apr 2025)
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HFS Milbourne Financial Services Limited
FRN 125051
- [FCA CF] Manager of certification employee (since 26 Mar 2024)
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HW Financial Services Limited
FRN 134190
- [FCA CF] Manager of certification employee (since 26 Mar 2024)
- CF30 Customer (18 Oct 2016 to 8 Dec 2019)
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Evelyn Partners Financial Planning Limited
FRN 136414
- [FCA CF] Manager of certification employee (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Sep 2021)
- [FCA CF] Client dealing (9 Dec 2019 to 17 Sep 2021)
- CF30 Customer (15 Apr 2016 to 8 Dec 2019)
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- [FCA CF] Manager of certification employee (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Sep 2021)
- [FCA CF] Client dealing (9 Dec 2019 to 17 Sep 2021)
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- [FCA CF] Manager of certification employee (26 Mar 2024 to 1 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.