
EVA Capital Management Limited
Investment and advice, Holistic financial planner
38 Foregate Street, Worcester, WR1 1EE
Summary
EVA Capital Management Limited is a Worcester-based holistic financial planner. It was first authorised by the FCA in 2020. It has permissions related to investments and pensions.
Timeline
Role appointment: SMF3 Executive Director (Jane Richardson)
Role appointment: [FCA CF] Client dealing (Mrs Nicola Elizabeth Sturgess)
Role appointment: [FCA CF] Functions requiring qualifications (Mrs Nicola Elizabeth Sturgess)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mrs Hannah Eve Edwards
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Mrs Hannah Eve Edwards
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
Mrs Hannah Eve Edwards
CPD4 - Personal recommendation on retail investments (not broker funds)
Tamera Louise Murphy
CPD4 - Personal recommendation on retail investments (not broker funds)
Mrs Hannah Eve Edwards
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mrs Hannah Eve Edwards
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Tamera Louise Murphy
CPD7 - Personal recommendation on long-term care insurance
Mrs Hannah Eve Edwards
[FCA CF] Functions requiring qualifications
Mrs Nicola Elizabeth Sturgess
FAQ
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