Where they hold approval

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

  • Crowe Financial Planning UK Limited (no longer approved here)

    FRN 185323

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Jan 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Jan 2021)
    • CF30 Customer (3 Dec 2007 to 8 Dec 2019)
  • Oury Clark (no longer approved here)

    FRN 100556

    • CF24 Pension Transfer Specialist (5 Feb 2007 to 5 Apr 2007)
    • CF21 Investment Adviser (5 Feb 2007 to 5 Apr 2007)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (26 Oct 2002 to 22 Dec 2006)
    • CF22 Investment Adviser (Trainee) (15 Apr 2002 to 26 Oct 2002)

Recent activity

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

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