Last updated
3 weeks ago
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Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 29 Aug 2012)
    • CF4 Partner (AR) (27 Apr 2016 to 28 Jul 2025)
    • Employed By (since 29 Aug 2012)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (24 Mar 2010 to 30 Aug 2012)

Recent activity

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

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