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.

  • Poppy Sheppard

    IRN PXS00684

    • (1005)[FCA CF] Manager of certification employee (since 19 Nov 2024)
    • (1004)[FCA CF] Client dealing (since 14 Jul 2023)
  • Rachael Espie

    IRN RXE00153

    • (987)[FCA CF] Client dealing (since 2 Oct 2023)
  • Rachel Claire Debono

    IRN RCD01042

    • (517)7. Giving personal recommendations on long-term care insurance contracts
    • (518)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (519)4. Giving personal recommendations on retail investment products which are not broker funds
    • (520)[FCA CF] Client dealing (since 9 Dec 2019)
    • (521)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1048)CF30 Customer (7 Sep 2015 to 8 Dec 2019)
  • Rachel Jane Gooda

    IRN RJG01182

    • (1005)CF30 Customer (23 Jun 2014 to 19 Apr 2016)
  • Rachel Jane Whorton

    IRN RJW01230

    • (611)CF30 Customer (26 Mar 2012 to 1 Oct 2012)
  • Rachel Lonsdale

    IRN RLW00006

    • (850)[FCA CF] Client dealing (since 18 May 2023)
  • Rachel Smith

    IRN RXS00880

    • (1030)[FCA CF] Manager of certification employee (since 30 May 2023)
    • (1029)[FCA CF] Client dealing (since 30 May 2023)
  • Rachel Susan Bleakley

    IRN RSB01169

    • (124)4. Giving personal recommendations on retail investment products which are not broker funds
    • (123)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (125)[FCA CF] Client dealing (since 8 Oct 2024)
    • (126)[FCA CF] Functions requiring qualifications (since 8 Oct 2024)
  • Rafael Bravo-French

    IRN RXB01818

    • (1740)CF30 Customer (16 Apr 2010 to 27 Apr 2012)
  • Raghav Behl

    IRN RXB00598

    • (1579)[FCA CF] Functions requiring qualifications (16 May 2023 to 2 Jul 2024)
    • (1578)[FCA CF] Client dealing (16 May 2023 to 2 Jul 2024)
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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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