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.

  • Rebecca Tamara Coombes

    IRN RTG01020

    • (484)[FCA CF] Client dealing (since 18 May 2023)
    • (485)[FCA CF] Manager of certification employee (since 18 May 2023)
  • Reinoud Noorduijn

    IRN RXN00234

    • (958)7. Giving personal recommendations on long-term care insurance contracts
    • (959)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (960)4. Giving personal recommendations on retail investment products which are not broker funds
    • (961)[FCA CF] Client dealing (since 8 Apr 2024)
    • (962)[FCA CF] Functions requiring qualifications (since 8 Apr 2024)
  • Rhian Williams

    IRN RXB02286

    • (1959)CF30 Customer (15 Oct 2015 to 21 Dec 2017)
  • Rhiannon Connelly Murray

    IRN RXL00340

    • (1562)[FCA CF] Client dealing (29 Mar 2023 to 25 Jun 2025)
    • (1563)[FCA CF] Functions requiring qualifications (29 Mar 2023 to 25 Jun 2025)
  • Richard Andrew Berman

    IRN RXB00153

    • (192)CF21 Investment Adviser (1 Dec 2001 to 29 Sep 2005)
  • Richard Andrew Hannis

    IRN RAH00044

    • (609)CF21 Investment Adviser (30 Dec 2004 to 27 Dec 2006)
  • Richard Anthony Fair

    IRN RAF00027

    • (231)CF21 Investment Adviser (1 Dec 2001 to 10 Aug 2007)
  • Richard Bolton Dawes

    IRN RBD00005

    • (1136)[FCA CF] Manager of certification employee (9 Dec 2019 to 22 Aug 2022)
    • (1137)[FCA CF] Significant management (9 Dec 2019 to 22 Aug 2022)
  • Richard Brazier

    IRN RSB00037

    • (2026)CF21 Investment Adviser (21 Jan 2002 to 14 Jun 2002)
    • (2025)CF22 Investment Adviser (Trainee) (21 Jan 2002 to 21 Jan 2002)
  • Richard Chant

    IRN RXC00639

    • (1084)[FCA CF] Client dealing (since 18 May 2023)
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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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