Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
4 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.

  • William Paul Heathcote Tatham

    IRN WPT01012

    • (375)CF1 Director (13 Nov 2002 to 31 Mar 2004)
  • Yannick Stephane Le Touze

    IRN YSL01000

    • (1997)CF30 Customer (24 Mar 2010 to 30 Aug 2012)
  • Yazmin Amber Kathleen Boden

    IRN YAB01004

    • (632)CF30 Customer (2 Nov 2017 to 29 Aug 2018)
  • Yianni Theodorou

    IRN YXT00002

    • (2081)CF21 Investment Adviser (19 Apr 2004 to 31 Aug 2004)
    • (2080)CF22 Investment Adviser (Trainee) (6 Jun 2003 to 19 Apr 2004)
  • Yvonne Francene Cook

    IRN YFC01006

    • (20)4. Giving personal recommendations on retail investment products which are not broker funds
    • (19)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (22)[FCA CF] Functions requiring qualifications (since 2 Mar 2022)
    • (21)[FCA CF] Client dealing (since 2 Mar 2022)
  • Yvonne Keating

    IRN YXK00064

    • (1543)[FCA CF] Client dealing (18 May 2023 to 10 Sep 2025)
  • Yvonne Magdalena Bavin

    IRN YMB00002

    • (2013)CF21 Investment Adviser (1 Dec 2001 to 3 Mar 2003)
  • Yvonne Pauline Thompson

    IRN YPT00001

    • (134)CF21 Investment Adviser (1 Dec 2001 to 22 Nov 2006)
  • Zoe Camilla Bailey

    IRN ZCD01001

    • (128)4. Giving personal recommendations on retail investment products which are not broker funds
    • (127)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (130)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (129)[FCA CF] Client dealing (since 9 Dec 2019)
    • (695)CF30 Customer (7 Jan 2017 to 8 Dec 2019)
  • Zoe Preston

    IRN ZXP00008

    • (1607)[FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
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Recent activity

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

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

  2. controlled function added: (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)

  3. controlled function added: (1314)[FCA CF] Functions requiring qualifications

  4. controlled function added: (1313)[FCA CF] Client dealing

  5. controlled function added: (1312)4. Giving personal recommendations on retail investment products which are not broker funds

  6. controlled function added: (1311)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. controlled function added: (1310)[FCA CF] Functions requiring qualifications

  8. controlled function added: (1309)[FCA CF] Client dealing

  9. controlled function added: (1308)4. Giving personal recommendations on retail investment products which are not broker funds

  10. controlled function added: (1307)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

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