William Bonner-Davies

Last updated
1 week ago
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Where they hold approval

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

  • Dowgate Wealth Limited

    FRN 926137

    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
    • [FCA CF] Client dealing (since 17 Feb 2025)
    • [FCA CF] Material risk taker (17 Feb 2025 to 5 Dec 2025)
  • Dowgate Capital Limited (no longer approved here)

    FRN 146274

    • [FCA CF] Functions requiring qualifications (4 Jan 2023 to 10 Mar 2025)
    • [FCA CF] Client dealing (4 Jan 2023 to 10 Mar 2025)
  • Evelyn Partners Investment Services Limited (no longer approved here)

    FRN 131816

    • CF27 Investment Management (17 Oct 2005 to 31 Oct 2005)
    • CF21 Investment Adviser (17 Oct 2005 to 31 Oct 2005)

Recent activity

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

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