Thomas Richard Perks

Last updated
3 weeks ago
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Where they hold approval

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

  • Quilter Cheviot Limited

    FRN 124259

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • [FCA CF] Manager of certification employee (since 30 Jun 2025)
    • [FCA CF] Client dealing (since 1 Oct 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Oct 2020)
    • CF30 Customer (7 Jul 2017 to 8 Dec 2019)
  • Evelyn Partners Investment Management Services Limited (no longer approved here)

    FRN 165169

    • CF30 Customer (2 Sep 2015 to 30 Jun 2017)
  • RATHBONES ASSET MANAGEMENT LIMITED (no longer approved here)

    FRN 144266

    • CF30 Customer (31 Jan 2011 to 20 Dec 2013)
  • Rathbones Investment Management Limited (no longer approved here)

    FRN 116316

    • CF30 Customer (28 Sep 2010 to 20 Dec 2013)

Recent activity

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

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