William Dafydd Meredydd Evans

• Best Practice IFA Group Limited

  FRN 223112

  • 9A. Advising on P2P agreements
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 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)
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF1 Director (AR) (since 21 Feb 2018)
  • CF30 Customer (since 21 Feb 2018)
• Darwin Wealth Management Ltd

  FRN 569771

  • Employed By (since 21 Feb 2018)
  • Employed By (5 Jan 2012 to 31 Dec 2013)
• Quilter Financial Limited (no longer approved here)

  FRN 497604

  • CF1 Director (AR) (5 Jan 2012 to 31 Dec 2013)
  • CF30 Customer (5 Jan 2012 to 31 Dec 2013)
• JHP Financial Solution Ltd (no longer approved here)

  FRN 219269

  • (5)Employed By (6 Jul 2005 to 30 Dec 2011)
• Med Evans (no longer approved here)

  FRN 416299

  • (1)Employed By (8 Dec 2004 to 28 Oct 2005)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF21 Investment Adviser (29 Jun 2004 to 28 Oct 2005)
  • CF22 Investment Adviser (Trainee) (15 Jan 2004 to 29 Jun 2004)
• West Bromwich Building Society (no longer approved here)

  FRN 104877

  • CF21 Investment Adviser (1 Dec 2001 to 16 Jan 2004)

No changes recorded yet.