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.

  • Robert Mullins

    IRN RXM15539

    • (1343)[FCA CF] Client dealing (since 18 May 2023)
  • Robert Nigel Mulhall

    IRN RNM01011

    • (508)CF22 Investment Adviser (Trainee) (16 May 2006 to 27 Dec 2006)
  • Robert Owen Brassington

    IRN ROB00002

    • (1112)[FCA CF] Client dealing (2 Jul 2021 to 1 Aug 2025)
    • (1113)[FCA CF] Functions requiring qualifications (2 Jul 2021 to 1 Aug 2025)
  • Robert Peter Alec Thompson

    IRN RXT01356

    • (2207)CF30 Customer (1 Nov 2007 to 1 Apr 2008)
    • (2209)CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
    • (2208)CF22 Investment Adviser (Trainee) (11 Sep 2007 to 17 Sep 2007)
  • Robert Skilling

    IRN RJS00033

    • (815)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (816)4. Giving personal recommendations on retail investment products which are not broker funds
    • (817)[FCA CF] Client dealing (since 6 Mar 2026)
    • (818)[FCA CF] Manager of certification employee (since 6 Mar 2026)
    • (819)[FCA CF] Functions requiring qualifications (since 6 Mar 2026)
  • Robert Stephen Bennett

    IRN RSB01090

    • (1096)CF30 Customer (1 Nov 2007 to 28 Feb 2011)
    • (1097)CF21 Investment Adviser (28 Aug 2007 to 31 Oct 2007)
  • Robert Talson

    IRN RXT00248

    • (1582)[FCA CF] Manager of certification employee (9 Jan 2025 to 31 Mar 2025)
  • Robert Thomas Horsfield

    IRN RTH01022

    • (511)CF21 Investment Adviser (2 May 2002 to 31 Dec 2002)
    • (510)CF22 Investment Adviser (Trainee) (9 Apr 2002 to 2 May 2002)
  • Robert Turnbull

    IRN RXT01350

    • (1860)CF30 Customer (1 Nov 2007 to 9 May 2008)
    • (1861)CF21 Investment Adviser (6 Sep 2007 to 31 Oct 2007)
  • Robert Vyvian Chandler

    IRN RVC00001

    • (1475)[FCA CF] Manager of certification employee (9 Dec 2019 to 31 Dec 2024)
    • (1476)[FCA CF] Significant management (9 Dec 2019 to 31 Dec 2024)
    • (1473)CF30 Customer (1 Nov 2007 to 3 Dec 2013)
    • (1474)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Recent activity

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

  1. controlled function added: (1305)[FCA CF] Client dealing

  2. controlled function added: (1304)4. Giving personal recommendations on retail investment products which are not broker funds

  3. controlled function added: (1303)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: (1302)11. Pension transfer specialist

  5. controlled function added: (1301)[FCA CF] Significant management

  6. controlled function added: (1300)[FCA CF] Manager of certification employee

  7. controlled function added: (1299)[FCA CF] Material risk taker

  8. controlled function added: (1298)[FCA CF] Functions requiring qualifications

  9. controlled function added: (1297)[FCA CF] Client dealing

  10. controlled function added: (1296)4. Giving personal recommendations on retail investment products which are not broker funds

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