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.

  • Philip Chapman

    IRN PXC00010

    • (1460)CF30 Customer (1 Nov 2007 to 24 Apr 2014)
    • (1461)CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
  • Philip Christopher Stacey

    IRN PCS00004

    • (223)CF21 Investment Adviser (1 Dec 2001 to 18 Aug 2007)
  • Philip Diamond

    IRN PXD00182

    • (1211)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1210)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1213)[FCA CF] Functions requiring qualifications (since 31 Mar 2021)
    • (1212)[FCA CF] Client dealing (since 31 Mar 2021)
  • Philip Donnelly

    IRN PGD01054

    • (492)[FCA CF] Client dealing (since 18 May 2023)
    • (989)CF30 Customer (26 Aug 2011 to 9 Dec 2014)
  • Philip Edward Daniels

    IRN PED00004

    • (49)CF30 Customer (1 Nov 2007 to 5 Dec 2008)
    • (50)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Philip Edward Lewis

    IRN PEL01052

    • (50)[FCA CF] Manager of certification employee (since 18 Jul 2025)
  • Philip Huw Jones

    IRN PHJ01022

    • (1877)CF30 Customer (2 Sep 2015 to 13 Nov 2015)
  • Philip Jeffery Grundy

    IRN PJG01265

    • (141)[FCA CF] Manager of certification employee (since 7 Nov 2022)
    • (142)[FCA CF] Significant management (since 9 Dec 2019)
  • Philip John Anderson

    IRN PXA01092

    • (1273)CF1 Director (25 Mar 2002 to 3 May 2006)
  • Philip John Burgess

    IRN PJB00006

    • (2)CF21 Investment Adviser (1 Dec 2001 to 8 Oct 2004)
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Recent activity

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

  1. controlled function added: (1384)[FCA CF] Functions requiring qualifications

  2. controlled function added: (1383)[FCA CF] Client dealing

  3. controlled function added: (1382)4. Giving personal recommendations on retail investment products which are not broker funds

  4. controlled function added: (1381)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: (1380)[FCA CF] Functions requiring qualifications

  6. controlled function added: (1379)[FCA CF] Manager of certification employee

  7. controlled function added: (1378)[FCA CF] Client dealing

  8. controlled function added: (1377)4. Giving personal recommendations on retail investment products which are not broker funds

  9. controlled function added: (1240)[FCA CF] Client dealing

  10. controlled function added: (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)

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