Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 weeks ago
Watch for changes

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
    Western Road
    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 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

    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 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, Unit, Warrant

    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 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, Unit, Warrant

    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 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, Unit, Warrant

    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.

  • Paul Claricoates

    IRN PEC01040

    • (576)[FCA CF] Client dealing (since 18 May 2023)
  • Paul Clough

    IRN PXC00148

    • (1232)CF21 Investment Adviser (3 Oct 2002 to 17 Jun 2004)
    • (1231)CF22 Investment Adviser (Trainee) (16 May 2002 to 3 Oct 2002)
  • Paul Connolly

    IRN PXC00603

    • (1502)[FCA CF] Functions requiring qualifications (21 May 2024 to 23 Dec 2024)
    • (1501)[FCA CF] Client dealing (21 May 2024 to 16 Jan 2025)
  • Paul David Smith

    IRN PDS00046

    • (1156)CF22 Investment Adviser (Trainee) (12 Jan 2004 to 8 Dec 2004)
  • Paul Donald Sayers

    IRN PDS00037

    • (1013)CF30 Customer (15 Jul 2011 to 17 Jun 2016)
  • Paul Ernest Rowland Hick

    IRN PXH00074

    • (136)CF30 Customer (15 Apr 2010 to 31 Jan 2011)
  • Paul Francis Mineham

    IRN PXM00192

    • (190)CF21 Investment Adviser (11 Apr 2002 to 6 Oct 2002)
    • (189)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 11 Apr 2002)
  • Paul James Barker

    IRN PJB01560

    • (2090)[FCA CF] Client dealing (4 Mar 2021 to 23 Sep 2022)
    • (2091)[FCA CF] Functions requiring qualifications (4 Mar 2021 to 23 Sep 2022)
  • Paul James Booker

    IRN PJB01461

    • (844)CF30 Customer (16 Apr 2010 to 14 May 2010)
  • Paul Johnson

    IRN PCJ00007

    • (1277)CF30 Customer (26 Nov 2013 to 16 Sep 2016)
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Recent activity

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

  1. controlled function added: (1335)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: (1334)[FCA CF] Functions requiring qualifications

  3. controlled function added: (1333)[FCA CF] Client dealing

  4. controlled function added: (1332)4. Giving personal recommendations on retail investment products which are not broker funds

  5. controlled function added: (1331)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  6. controlled function added: (1330)[FCA CF] Functions requiring qualifications

  7. controlled function added: (1329)[FCA CF] Client dealing

  8. controlled function added: (1328)4. Giving personal recommendations on retail investment products which are not broker funds

  9. controlled function added: (1327)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  10. controlled function added: (1326)[FCA CF] Functions requiring qualifications

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