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.

  • Stuart Gavin Johnson

    IRN SGJ00019

    • (1312)CF30 Customer (22 Feb 2008 to 18 Jul 2008)
  • Stuart Ian Moment

    IRN SIM00001

    • (1865)[FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2025)
    • (1866)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
    • (1864)CF30 Customer (4 Jan 2016 to 8 Dec 2019)
  • Stuart James Millar

    IRN SJM01358

    • (1052)CF30 Customer (5 Jun 2014 to 3 May 2016)
  • Stuart James Stroud

    IRN SJS01229

    • (2139)CF30 Customer (1 Nov 2007 to 30 Apr 2008)
    • (2140)CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
  • Stuart Wilson Elder

    IRN SWE01012

    • (1256)CF21 Investment Adviser (26 Oct 2002 to 22 Dec 2006)
    • (1255)CF22 Investment Adviser (Trainee) (15 Apr 2002 to 26 Oct 2002)
  • Sukaina Karim-Hussein

    IRN SXK01263

    • (513)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (514)4. Giving personal recommendations on retail investment products which are not broker funds
    • (515)[FCA CF] Client dealing (since 10 Oct 2025)
    • (516)[FCA CF] Functions requiring qualifications (since 10 Oct 2025)
  • Susan Anne Butler

    IRN SAJ01090

    • (290)[FCA CF] Manager of certification employee (since 30 May 2023)
    • (289)[FCA CF] Client dealing (since 30 May 2023)
  • Susan Anne Faiers

    IRN SAF00003

    • (888)[FCA CF] Client dealing (2 Jul 2021 to 31 Dec 2024)
    • (889)[FCA CF] Functions requiring qualifications (2 Jul 2021 to 31 Dec 2024)
  • Susan Clare Rodrigues

    IRN SCR01095

    • (709)[FCA CF] Manager of certification employee (3 Apr 2024 to 2 Sep 2025)
  • Susan Denise Walton

    IRN SDW00026

    • (1290)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jul 2022)
    • (1289)[FCA CF] Client dealing (9 Dec 2019 to 4 Jul 2022)
    • (1288)CF30 Customer (11 Apr 2019 to 8 Dec 2019)
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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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