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 Jonathon Byles

    IRN PXB00079

    • (1274)CF30 Customer (1 Nov 2007 to 12 Jan 2009)
    • (1276)CF21 Investment Adviser (15 Nov 2002 to 31 Oct 2007)
    • (1275)CF22 Investment Adviser (Trainee) (29 Apr 2002 to 15 Nov 2002)
  • Paul Joseph German

    IRN PJG01207

    • (925)[FCA CF] Manager of certification employee (9 Dec 2019 to 31 Oct 2025)
  • Paul Joseph Morris

    IRN PJM00118

    • (701)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (702)4. Giving personal recommendations on retail investment products which are not broker funds
    • (703)[FCA CF] Client dealing (since 11 Jul 2022)
    • (705)[FCA CF] Functions requiring qualifications (since 11 Jul 2022)
    • (704)[FCA CF] Manager of certification employee (since 11 Jul 2022)
  • Paul MacRae

    IRN PSM00019

    • (1228)CF30 Customer (16 Apr 2010 to 3 Feb 2012)
  • Paul Malins

    IRN ASM00017

    • (1357)CF30 Customer (2 Dec 2013 to 2 Jul 2015)
  • Paul Martin Fraser Frame

    IRN PMF01042

    • (686)14. Managing investments
    • (687)12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • (688)2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • (690)[FCA CF] Material risk taker (since 9 Oct 2025)
    • (693)[FCA CF] Significant management (since 1 Jan 2021)
    • (689)[FCA CF] Client dealing (since 9 Dec 2019)
    • (691)[FCA CF] Manager of certification employee (since 9 Dec 2019)
    • (692)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1757)CF1 Director (2 Aug 2016 to 29 Jan 2020)
  • Paul Matthew Heslop

    IRN PMH01143

    • (280)4. Giving personal recommendations on retail investment products which are not broker funds
    • (279)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (282)[FCA CF] Manager of certification employee (since 9 Dec 2019)
    • (281)[FCA CF] Client dealing (since 9 Dec 2019)
    • (283)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (807)CF30 Customer (8 Feb 2010 to 8 Dec 2019)
  • Paul Matthew Tinslay

    IRN PMT00013

    • (35)CF21 Investment Adviser (11 Mar 2002 to 9 May 2004)
    • (36)CF16 Significant Mgt (Desgntd Investment Business) (25 Jan 2002 to 9 May 2004)
    • (34)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 11 Mar 2002)
  • Paul Michael Bignell

    IRN PMB00005

    • (998)[FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2025)
    • (999)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2025)
    • (995)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • (997)CF21 Investment Adviser (24 Mar 2005 to 31 Oct 2007)
    • (996)CF22 Investment Adviser (Trainee) (23 Jun 2004 to 22 Mar 2005)
  • Paul Michael Harwood

    IRN PMH01119

    • (945)[FCA CF] Client dealing (9 Dec 2019 to 21 Feb 2025)
    • (946)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Feb 2025)
    • (944)CF30 Customer (15 Dec 2016 to 8 Dec 2019)
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Recent activity

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

  1. controlled function added: (1325)[FCA CF] Client dealing

  2. controlled function added: (1324)4. Giving personal recommendations on retail investment products which are not broker funds

  3. controlled function added: (1323)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  4. controlled function added: (1322)[FCA CF] Functions requiring qualifications

  5. controlled function added: (1321)[FCA CF] Client dealing

  6. controlled function added: (1320)4. Giving personal recommendations on retail investment products which are not broker funds

  7. controlled function added: (1319)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  8. controlled function added: (1318)[FCA CF] Functions requiring qualifications

  9. controlled function added: (1317)[FCA CF] Client dealing

  10. controlled function added: (1316)4. Giving personal recommendations on retail investment products which are not broker funds

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