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.

  • Philip John Edward Goldthorp

    IRN PXG00041

    • (1337)CF30 Customer (1 Nov 2007 to 27 May 2009)
    • (1339)CF21 Investment Adviser (23 Mar 2005 to 31 Oct 2007)
    • (1338)CF22 Investment Adviser (Trainee) (25 Feb 2005 to 23 Mar 2005)
  • Philip Michael Thrush

    IRN PMT00004

    • (1785)CF30 Customer (9 Jan 2008 to 27 Apr 2009)
  • Philip Moore

    IRN PXM00182

    • (558)CF21 Investment Adviser (1 Jul 2002 to 8 Jan 2005)
    • (557)CF22 Investment Adviser (Trainee) (1 Jul 2002 to 1 Jul 2002)
  • Philip Richards

    IRN PXR01505

    • (852)CF30 Customer (16 Apr 2010 to 12 Jan 2011)
  • Philip Sebastian Muelder

    IRN PSM01097

    • (992)[FCA CF] Material risk taker (1 Oct 2024 to 12 Feb 2025)
    • (991)Director of firm who is not a certification employee or a SMF manager (1 Sep 2020 to 12 Feb 2025)
    • (990)CF2 Non Executive Director (2 Aug 2016 to 8 Dec 2019)
  • Philip Terence Rooney

    IRN PTR00003

    • (550)CF21 Investment Adviser (27 May 2003 to 21 Oct 2004)
    • (549)CF22 Investment Adviser (Trainee) (7 Mar 2002 to 27 May 2003)
  • Philip Todd O'Connor

    IRN PTO01008

    • (1077)CF21 Investment Adviser (1 Jun 2007 to 4 Jun 2007)
  • Phillip Gordon Bradshaw

    IRN PGB00007

    • (1429)[FCA CF] Manager of certification employee (9 Dec 2019 to 31 Dec 2022)
    • (1430)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2022)
    • (1428)[FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2022)
    • (1427)CF30 Customer (25 Aug 2015 to 8 Dec 2019)
  • Phillip John Scurlock-Davies

    IRN PJS01191

    • (396)CF30 Customer (11 Dec 2015 to 16 Aug 2016)
  • Phillip Sidebottom

    IRN PXS01809

    • (1868)CF30 Customer (1 Nov 2007 to 17 Jul 2008)
    • (1869)CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
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Recent activity

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

  1. controlled function added: (1414)SMF2 Chief Finance

  2. controlled function added: (1413)SMF3 Executive Director

  3. controlled function added: (1412)SMF18 Other Overall Responsibility

  4. controlled function added: (1411)SMF1 Chief Executive

  5. controlled function added: (1410)SMF3 Executive Director

  6. controlled function added: (1409)[FCA CF] Significant management

  7. controlled function added: (1408)[FCA CF] Material risk taker

  8. controlled function added: (1407)[FCA CF] Manager of certification employee

  9. controlled function added: (1406)[FCA CF] Client dealing

  10. controlled function added: (1405)[FCA CF] Functions requiring qualifications

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