Timothy Charles Stalkartt

Last updated
2 weeks ago
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Where they hold approval

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

  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • [FCA CF] Manager of certification employee (since 11 Sep 2024)
  • HW Financial Services Limited

    FRN 134190

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF30 Customer (20 Jun 2012 to 8 Dec 2019)
    • CF1 Director (20 Jun 2012 to 6 Oct 2017)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF30 Customer (22 Aug 2016 to 8 Dec 2019)
  • Towers Watson Limited (no longer approved here)

    FRN 432886

    • CF21 Investment Adviser (30 Nov 2005 to 12 Apr 2007)
    • CF24 Pension Transfer Specialist (30 Nov 2005 to 12 Apr 2007)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF21 Investment Adviser (1 Jul 2004 to 23 Sep 2005)
    • CF26 Customer Trading (1 Jul 2004 to 23 Sep 2005)

Recent activity

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

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