Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    45 Gresham Street
    London
    EC2V 7BG
    UNITED KINGDOM
    Phone
    +442071314000
    Web
    https://evelyn.com

  • Complaints Contact

    Evelyn Partners
    Maxis 2
    Bracknell
    Berkshire
    RG12 1RT
    UNITED KINGDOM
    Phone
    +442071314000

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Pension Transfer Advice

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

    Show 1 limitation
    • · 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 Advice (no pensions)

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

    Show 1 limitation
    • · 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

  • Arranges Investments

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

    Show 1 limitation
    • · 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.

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · ”Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are defined as: "a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders"

  • Investment Setup

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

    Show 1 limitation
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Thomas Smart

    IRN TXS01619

    • (262)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (263)4. Giving personal recommendations on retail investment products which are not broker funds
    • (264)[FCA CF] Client dealing (since 4 Mar 2026)
    • (265)[FCA CF] Functions requiring qualifications (since 4 Mar 2026)
  • Thomas Stead

    IRN TXS04018

    • (948)[FCA CF] Client dealing (since 5 Jun 2024)
  • Thomas Thorp

    IRN TXT21841

    • (1316)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1315)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1317)[FCA CF] Client dealing (since 22 Oct 2020)
    • (1318)[FCA CF] Functions requiring qualifications (since 22 Oct 2020)
  • Thomas William Rigby

    IRN TXR09992

    • (2206)CF11 Money Laundering Reporting (18 Feb 2019 to 15 Nov 2019)
  • Timothy Blowers

    IRN TXB06211

    • (1677)[FCA CF] Client dealing (7 Jul 2021 to 14 Sep 2023)
    • (1678)[FCA CF] Functions requiring qualifications (7 Jul 2021 to 14 Sep 2023)
  • Timothy Charles Stalkartt

    IRN TCS00010

    • (607)4. Giving personal recommendations on retail investment products which are not broker funds
    • (606)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (610)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (609)[FCA CF] Manager of certification employee (since 9 Dec 2019)
    • (608)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1207)CF30 Customer (22 Aug 2016 to 8 Dec 2019)
  • Timothy George Hutchence

    IRN TGH01033

    • (353)7. Giving personal recommendations on long-term care insurance contracts
    • (355)4. Giving personal recommendations on retail investment products which are not broker funds
    • (354)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (357)[FCA CF] Manager of certification employee (since 26 May 2022)
    • (358)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (356)[FCA CF] Client dealing (since 9 Dec 2019)
    • (860)CF30 Customer (27 Sep 2011 to 8 Dec 2019)
  • Timothy Michael Shackleton

    IRN TMS01051

    • (1142)[FCA CF] Client dealing (9 Dec 2019 to 5 Jan 2023)
    • (1143)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2023)
    • (1141)CF30 Customer (5 Jan 2017 to 8 Dec 2019)
  • Timothy Peter Carr

    IRN TPC00008

    • (1328)CF30 Customer (8 Apr 2014 to 30 Jan 2015)
  • Timothy Richard Rory Stannard

    IRN TRS01070

    • (349)CF30 Customer (19 Dec 2017 to 4 Jun 2019)
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Recent activity

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

  1. controlled function added: (1346)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  2. controlled function added: (1345)11. Pension transfer specialist

  3. controlled function added: (1344)[FCA CF] Client dealing

  4. controlled function added: (1343)[FCA CF] Client dealing

  5. controlled function added: (1342)[FCA CF] Functions requiring qualifications

  6. controlled function added: (1341)[FCA CF] Client dealing

  7. controlled function added: (1340)4. Giving personal recommendations on retail investment products which are not broker funds

  8. controlled function added: (1339)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  9. controlled function added: (1338)[FCA CF] Functions requiring qualifications

  10. controlled function added: (1337)[FCA CF] Client dealing

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