Where they hold approval

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

  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (2 Jul 2021 to 31 Dec 2024)
    • [FCA CF] Functions requiring qualifications (2 Jul 2021 to 31 Dec 2024)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2024)
    • CF30 Customer (17 Jan 2008 to 8 Dec 2019)
  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • CF21 Investment Adviser (4 Feb 2005 to 27 Sep 2005)
    • CF24 Pension Transfer Specialist (4 Feb 2005 to 27 Sep 2005)
  • SWAT Financial Planning Limited (no longer approved here)

    FRN 224247

    • Employed By (28 Apr 2003 to 1 Jun 2005)

Recent activity

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

No changes recorded yet.