Where they hold approval

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

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 16 Oct 2023)
    • [FCA CF] Client dealing (since 16 Oct 2023)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (7 Jul 2021 to 14 Sep 2023)
    • [FCA CF] Client dealing (7 Jul 2021 to 14 Sep 2023)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 14 Sep 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 14 Sep 2023)
    • CF30 Customer (17 Sep 2018 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.