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] Material risk taker (since 19 Feb 2025)
- Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
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HFS Milbourne Financial Services Limited
FRN 125051
- Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
- [FCA CF] Material risk taker (since 19 Feb 2025)
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HW Financial Services Limited
FRN 134190
- Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
- [FCA CF] Material risk taker (since 19 Feb 2025)
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Evelyn Partners Financial Planning Limited
FRN 136414
- Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
- [FCA CF] Material risk taker (since 19 Feb 2025)
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Dart Capital Limited
FRN 137569
- [FCA CF] Material risk taker (since 19 Feb 2025)
- Director of firm who is not a certification employee or a SMF manager (since 12 Feb 2025)
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- Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
- [FCA CF] Material risk taker (since 19 Feb 2025)
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- Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
- [FCA CF] Material risk taker (since 19 Feb 2025)
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- [FCA CF] Material risk taker (since 19 Feb 2025)
- Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
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Evelyn Partners Asset Management Limited
FRN 223074
- [FCA CF] Material risk taker (since 19 Feb 2025)
- Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
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- Director of firm who is not a certification employee or a SMF manager (19 Feb 2025 to 1 Apr 2026)
- [FCA CF] Material risk taker (12 Feb 2025 to 1 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.