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.

  • Sonia Baldock

    IRN SXB00492

    • (1254)[FCA CF] Significant management (since 25 Jan 2021)
  • Sophia Boniface

    IRN SXB01211

    • (1094)[FCA CF] Client dealing (since 2 Sep 2025)
    • (1551)[FCA CF] Client dealing (18 May 2023 to 7 Aug 2024)
  • Sophie Corish

    IRN SXC17154

    • (1335)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1336)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1338)[FCA CF] Functions requiring qualifications (since 28 Mar 2023)
    • (1337)[FCA CF] Client dealing (since 28 Mar 2023)
  • Stacey Ramsey

    IRN SXR00708

    • (1536)[FCA CF] Client dealing (18 May 2023 to 27 Sep 2024)
  • Stacey Seaborne

    IRN SXS11686

    • (1375)7. Giving personal recommendations on long-term care insurance contracts
    • (1377)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1376)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1379)[FCA CF] Manager of certification employee (since 1 Jul 2024)
    • (1380)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1378)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1670)CF30 Customer (25 Feb 2019 to 8 Dec 2019)
  • Stanley Tooma

    IRN SXT01579

    • (831)CF30 Customer (23 Oct 2013 to 30 Jun 2014)
  • Stephanie Lewis

    IRN SXL00311

    • (1194)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1195)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1196)[FCA CF] Client dealing (since 13 Feb 2023)
    • (1197)[FCA CF] Functions requiring qualifications (since 13 Feb 2023)
  • Stephanie Rickard

    IRN SXR00978

    • (891)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (892)4. Giving personal recommendations on retail investment products which are not broker funds
    • (894)[FCA CF] Functions requiring qualifications (since 24 Jun 2025)
    • (893)[FCA CF] Client dealing (since 24 Jun 2025)
  • Stephanie Roisinna Curtin

    IRN SRC01086

    • (1910)CF30 Customer (20 Aug 2013 to 20 Jun 2014)
  • Stephen Bracegirdle

    IRN SXB00285

    • (2029)CF30 Customer (25 May 2016 to 21 Jul 2017)
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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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