Timothy James Andrew Everett

Watch for changes

Where they hold approval

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

St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 8 Dec 2021)
- CF30 Customer (since 2 Dec 2021)
Pinnacle Wealth Management LLP
FRN 582859
- (40)Employed By (since 2 Dec 2021)
Allspring Global Investments (UK) Limited (no longer approved here)
FRN 190608
- [FCA CF] Client dealing (9 Dec 2019 to 18 May 2021)
- CF30 Customer (8 Apr 2019 to 8 Dec 2019)
Wells Fargo Securities International Limited (no longer approved here)
FRN 186745
- CF30 Customer (3 Dec 2015 to 8 Apr 2019)
Citibank, N.A. (no longer approved here)
FRN 124704
- CF30 Customer (18 Sep 2014 to 27 Oct 2015)
Lloyds Bank PLC (no longer approved here)
FRN 119278
- CF30 Customer (1 Jul 2014 to 15 Aug 2014)
Bank of Scotland plc (no longer approved here)
FRN 169628
- CF30 Customer (7 Apr 2011 to 28 Feb 2012)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.