Where they hold approval

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

  • Evelyn Partners Investment Management LLP (no longer approved here)

    FRN 580531

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2025)
    • [FCA CF] Material risk taker (9 Dec 2019 to 1 Oct 2024)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jul 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2025)
    • CF30 Customer (8 May 2013 to 8 Dec 2019)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • CF30 Customer (1 Nov 2007 to 30 Sep 2013)
    • CF21 Investment Adviser (3 Nov 2005 to 31 Oct 2007)
    • CF27 Investment Management (3 Nov 2005 to 31 Oct 2007)
    • CF1 Director (2 Nov 2005 to 31 Aug 2006)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF27 Investment Management (1 Dec 2001 to 2 Nov 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 2 Nov 2005)

Recent activity

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

No changes recorded yet.