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.

  • Troy Johnson

    IRN TXJ00153

    • (1544)[FCA CF] Client dealing (18 May 2023 to 13 Sep 2024)
  • Tudor Huw Taylor

    IRN THT00002

    • (544)CF21 Investment Adviser (1 Dec 2001 to 19 Dec 2001)
    • (545)CF1 Director (1 Dec 2001 to 19 Dec 2001)
  • Tulo To

    IRN TXT01187

    • (575)CF30 Customer (1 Nov 2007 to 21 Apr 2008)
    • (577)CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
    • (576)CF22 Investment Adviser (Trainee) (10 Sep 2007 to 17 Sep 2007)
  • Tyrone Mario Samsonroy

    IRN TMS01079

    • (847)CF30 Customer (14 Sep 2017 to 8 Dec 2019)
  • Vanessa Elize Smye

    IRN VES01012

    • (101)CF30 Customer (24 Mar 2010 to 3 Nov 2010)
  • Vaughan Anthony Francis Watson

    IRN VAW00006

    • (2023)CF30 Customer (1 Nov 2007 to 28 Mar 2019)
    • (2024)CF22 Investment Adviser (Trainee) (5 Jul 2007 to 31 Oct 2007)
  • Veronica Harrison

    IRN VXH00006

    • (1415)CF21 Investment Adviser (1 Dec 2001 to 20 May 2006)
  • Veronica Mary Coutts

    IRN VMC01009

    • (187)CF30 Customer (16 Apr 2010 to 30 Sep 2010)
  • Vicki Harper

    IRN VXH00061

    • (1165)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1166)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1168)[FCA CF] Functions requiring qualifications (since 4 Oct 2023)
    • (1167)[FCA CF] Client dealing (since 4 Oct 2023)
  • Victoria Ann Gammon

    IRN VAS00011

    • (573)4. Giving personal recommendations on retail investment products which are not broker funds
    • (572)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (575)[FCA CF] Functions requiring qualifications (since 18 Dec 2025)
    • (574)[FCA CF] Client dealing (since 18 Dec 2025)
    • (1168)CF30 Customer (6 Nov 2012 to 16 Feb 2018)
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Recent activity

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

  1. controlled function added: (1277)[FCA CF] Functions requiring qualifications

  2. controlled function added: (1276)[FCA CF] Client dealing

  3. controlled function added: (1275)4. Giving personal recommendations on retail investment products which are not broker funds

  4. controlled function added: (1274)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  5. controlled function added: (1273)[FCA CF] Material risk taker

  6. controlled function added: (1272)Director of firm who is not a certification employee or a SMF manager

  7. controlled function added: (1271)[FCA CF] Functions requiring qualifications

  8. controlled function added: (1270)[FCA CF] Client dealing

  9. controlled function added: (1269)4. Giving personal recommendations on retail investment products which are not broker funds

  10. controlled function added: (1268)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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