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.

  • Scott Barron Morrison

    IRN SBM00002

    • (1954)CF30 Customer (1 Nov 2007 to 21 Sep 2018)
    • (1955)CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
  • Scott Bullen

    IRN SXB01212

    • (1089)[FCA CF] Client dealing (since 18 May 2023)
  • Scott Campbell

    IRN SXC00180

    • (1737)CF21 Investment Adviser (3 Apr 2002 to 20 Dec 2002)
    • (1736)CF22 Investment Adviser (Trainee) (1 Jan 2002 to 3 Apr 2002)
  • Scott Charles Finlayson Milne

    IRN SCM01141

    • (67)CF30 Customer (3 Dec 2010 to 6 May 2011)
  • Scott Heslin

    IRN STH01044

    • (774)CF30 Customer (27 Jan 2016 to 29 Oct 2018)
  • Scott Johnson

    IRN SXJ00029

    • (88)CF22 Investment Adviser (Trainee) (30 May 2006 to 31 Aug 2007)
  • Scott Kennedy Walsh

    IRN SKW00009

    • (386)CF22 Investment Adviser (Trainee) (19 Dec 2001 to 31 May 2002)
  • Scott Kenneth Kirk

    IRN SKK01015

    • (968)[FCA CF] Manager of certification employee (18 Feb 2025 to 30 Jun 2025)
  • Scott O'Brien

    IRN SXO00211

    • (1057)[FCA CF] Client dealing (since 18 May 2023)
  • Scott Thomas Whittle

    IRN STW00004

    • (1144)CF30 Customer (1 Nov 2007 to 30 Dec 2008)
    • (1146)CF21 Investment Adviser (26 Sep 2003 to 31 Oct 2007)
    • (1145)CF22 Investment Adviser (Trainee) (21 Feb 2003 to 26 Sep 2003)
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Recent activity

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

  1. controlled function added: (1404)[FCA CF] Client dealing

  2. controlled function added: (1403)SMF18 Other Overall Responsibility

  3. controlled function added: (1402)4. Giving personal recommendations on retail investment products which are not broker funds

  4. controlled function added: (1401)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: (1400)SMF10 Chair of the Risk Committee

  6. controlled function added: (1399)SMF11 Chair of the Audit Committee

  7. controlled function added: (1398)SMF18 Other Overall Responsibility

  8. controlled function added: (1397)[FCA CF] Functions requiring qualifications

  9. controlled function added: (1396)[FCA CF] Client dealing

  10. controlled function added: (1395)4. Giving personal recommendations on retail investment products which are not broker funds

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