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.

  • Victoria Jane Mount

    IRN VJM01031

    • (908)CF30 Customer (16 Apr 2010 to 31 Oct 2011)
  • Victoria Louise Motley

    IRN VLM00002

    • (1034)CF22 Investment Adviser (Trainee) (20 May 2004 to 5 Aug 2004)
    • (1035)CF21 Investment Adviser (1 Dec 2001 to 29 Nov 2002)
  • Victoria Price

    IRN VXP00181

    • (949)[FCA CF] Client dealing (since 4 Jun 2024)
  • Vikki Louise Warburton

    IRN VLW01008

    • (443)CF30 Customer (1 Nov 2007 to 9 Feb 2009)
    • (444)CF22 Investment Adviser (Trainee) (24 Jan 2006 to 9 May 2006)
  • Vincent Keane

    IRN VXK01339

    • (1696)[FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2025)
    • (1697)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2025)
    • (1695)CF30 Customer (15 Jun 2019 to 8 Dec 2019)
  • Vinodh Josh

    IRN JXV00003

    • (1772)CF30 Customer (20 Jun 2014 to 25 Mar 2015)
  • Vivien Zarucki

    IRN VXZ00001

    • (380)CF30 Customer (7 Apr 2011 to 13 Apr 2012)
  • Vivienne Belcher

    IRN VXB00005

    • (1164)[FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2024)
    • (1165)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2024)
    • (1163)CF30 Customer (31 May 2014 to 8 Dec 2019)
  • Wadham St John Downing

    IRN WSD01007

    • (2200)CF1 Director (19 Jan 2016 to 23 Aug 2018)
  • Wendy Todd

    IRN WXT00075

    • (1553)[FCA CF] Client dealing (18 May 2023 to 31 Aug 2024)
    • (1554)[FCA CF] Manager of certification employee (18 May 2023 to 31 Aug 2024)
Show more

Recent activity

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

  1. controlled function added: (1267)[FCA CF] Functions requiring qualifications

  2. controlled function added: (1266)[FCA CF] Client dealing

  3. controlled function added: (1265)4. Giving personal recommendations on retail investment products which are not broker funds

  4. controlled function added: (1264)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: (1263)[FCA CF] Client dealing

  6. controlled function added: (1262)[FCA CF] Manager of certification employee

  7. controlled function added: (1261)[FCA CF] Client dealing

  8. controlled function added: (1260)[FCA CF] Client dealing

  9. controlled function added: (1259)[FCA CF] Client dealing

  10. controlled function added: (1258)[FCA CF] Functions requiring qualifications

Show more