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.

  • Peter Hepburn Deming

    IRN PHD01037

    • (150)[FCA CF] Material risk taker (since 1 Oct 2024)
    • (149)Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
  • Peter James Skardon

    IRN PJS00071

    • (1349)CF30 Customer (8 Jun 2011 to 8 Nov 2013)
  • Peter John Costain

    IRN PJC01128

    • (256)CF2 Non Executive Director (3 Dec 2004 to 28 Feb 2005)
    • (255)CF16 Significant Mgt (Desgntd Investment Business) (10 Jun 2004 to 2 Dec 2004)
  • Peter Jonathan Bly

    IRN PJB01390

    • (574)CF30 Customer (16 Apr 2010 to 6 Jun 2011)
  • Peter Kumar Passi

    IRN PKP01009

    • (501)CF30 Customer (3 Jun 2014 to 6 Mar 2015)
  • Peter Lee

    IRN PXL00024

    • (1223)CF21 Investment Adviser (17 Jan 2003 to 17 Jul 2007)
    • (1222)CF22 Investment Adviser (Trainee) (30 Aug 2002 to 17 Jan 2003)
  • Peter Lindop Hall

    IRN PLH01032

    • (2180)Responsibility for MCD Intermediation (21 Sep 2016 to 2 Oct 2017)
    • (2181)CF3 Chief Executive (2 Aug 2016 to 2 Oct 2017)
    • (2182)CF1 Director (2 Aug 2016 to 2 Oct 2017)
  • Peter Luis Fernandes

    IRN PLF01012

    • (1272)[FCA CF] Significant management (25 Jan 2021 to 9 Dec 2021)
  • Peter McNulty

    IRN PXM00129

    • (994)CF21 Investment Adviser (2 Oct 2006 to 22 May 2007)
    • (993)CF22 Investment Adviser (Trainee) (9 May 2006 to 2 Oct 2006)
  • Peter Nyland

    IRN PRN00004

    • (1250)CF21 Investment Adviser (1 Dec 2001 to 28 Jun 2002)
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Recent activity

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

  1. controlled function added: (1394)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  2. controlled function added: (1393)[FCA CF] Functions requiring qualifications

  3. controlled function added: (1392)[FCA CF] Client dealing

  4. controlled function added: (1391)4. Giving personal recommendations on retail investment products which are not broker funds

  5. controlled function added: (1390)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  6. controlled function added: (1389)[FCA CF] Functions requiring qualifications

  7. controlled function added: (1388)[FCA CF] Manager of certification employee

  8. controlled function added: (1387)[FCA CF] Client dealing

  9. controlled function added: (1386)4. Giving personal recommendations on retail investment products which are not broker funds

  10. controlled function added: (1385)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

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