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.

  • Sarah Grimley

    IRN SXG00263

    • (1926)[FCA CF] Client dealing (10 Sep 2020 to 18 Jan 2023)
    • (1928)[FCA CF] Functions requiring qualifications (10 Sep 2020 to 18 Jan 2023)
    • (1927)[FCA CF] Manager of certification employee (10 Sep 2020 to 18 Jan 2023)
  • Sarah Harris

    IRN SXH01003

    • (1036)[FCA CF] Client dealing (since 30 May 2023)
  • Sarah Jane Caruana

    IRN SJC01450

    • (207)[FCA CF] Client dealing (since 17 Nov 2025)
  • Sarah Jane Maguire

    IRN SJM01298

    • (1786)CF21 Investment Adviser (1 Jun 2007 to 18 Jun 2007)
  • Sarah Jane Tory

    IRN SJM01329

    • (1286)CF22 Investment Adviser (Trainee) (25 Feb 2004 to 7 Jan 2005)
  • Sarah Joy Hennigan

    IRN SJH01322

    • (1240)CF21 Investment Adviser (20 Jan 2003 to 30 Jun 2004)
    • (1239)CF22 Investment Adviser (Trainee) (13 Jun 2002 to 20 Jan 2003)
  • Sarah Lodge

    IRN SXL00620

    • (1510)[FCA CF] Client dealing (26 Jun 2023 to 22 May 2024)
  • Sarah Louise Crowley

    IRN SLC01141

    • (768)[FCA CF] Functions requiring qualifications (4 Oct 2022 to 27 Feb 2026)
    • (767)[FCA CF] Client dealing (4 Oct 2022 to 27 Feb 2026)
  • Saul Ian Pascoe

    IRN SIP00003

    • (1929)CF22 Investment Adviser (Trainee) (28 Jul 2004 to 17 May 2005)
  • Scott Anthony Mason

    IRN SAM00061

    • (129)CF21 Investment Adviser (25 Apr 2006 to 20 May 2006)
    • (128)CF22 Investment Adviser (Trainee) (16 Jan 2004 to 25 Apr 2006)
Show more

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

Show more