EVA Capital Management Limited

• Principal Place of Business

  38 Foregate Street

  Worcester

  WR1 1EE

  UNITED KINGDOM

  Phone

  +44190521763

  Web

  https://www.evacapital.co.uk

• Complaints Contact

  38 Foregate Street

  Worcester

  Worcester

  WR1 1EE

  UNITED KINGDOM

  Phone

  +44190521763

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Hannah Eve Edwards

  IRN HEB01032

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 11 Dec 2020)
  • SMF3 Executive Director (since 11 Dec 2020)
  • Responsible for Insurance Distribution (since 11 Dec 2020)
  • [FCA CF] Functions requiring qualifications (since 11 Dec 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 11 Dec 2020)
  • SMF16 Compliance Oversight (since 11 Dec 2020)
• Jane Richardson

  IRN JXR01757

  • SMF3 Executive Director (since 9 May 2025)
• Nicola Elizabeth Sturgess

  IRN NET01019

  • [FCA CF] Client dealing (14 Mar 2025 to 19 Dec 2025)
  • [FCA CF] Functions requiring qualifications (14 Mar 2025 to 19 Dec 2025)
• Tamera Louise Murphy

  IRN TXC00486

  • 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)
  • [FCA CF] Functions requiring qualifications (since 14 Mar 2025)
  • [FCA CF] Client dealing (since 14 Mar 2025)

No changes recorded yet.