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.

  • Paula Evelynn MacGregor

    IRN PEM01030

    • (694)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (695)4. Giving personal recommendations on retail investment products which are not broker funds
    • (696)[FCA CF] Client dealing (since 7 Sep 2022)
    • (697)[FCA CF] Functions requiring qualifications (since 7 Sep 2022)
  • Pauline Ann Vines

    IRN VXP16601

    • (1328)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1327)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (1329)[FCA CF] Client dealing (since 28 Mar 2023)
    • (1330)[FCA CF] Functions requiring qualifications (since 28 Mar 2023)
  • Perdeep Kumar Asi

    IRN PKA00002

    • (780)7. Giving personal recommendations on long-term care insurance contracts
    • (781)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (782)4. Giving personal recommendations on retail investment products which are not broker funds
    • (784)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (783)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1343)CF30 Customer (24 Aug 2015 to 8 Dec 2019)
  • Peter Besant

    IRN PXB01293

    • (676)4. Giving personal recommendations on retail investment products which are not broker funds
    • (674)7. Giving personal recommendations on long-term care insurance contracts
    • (675)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (677)[FCA CF] Client dealing (since 9 Dec 2019)
    • (678)[FCA CF] Manager of certification employee (since 9 Dec 2019)
    • (679)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1748)CF30 Customer (1 Jun 2016 to 8 Dec 2019)
  • Peter Buffery

    IRN POB01002

    • (854)CF30 Customer (16 Apr 2010 to 15 Oct 2010)
  • Peter Charles Harrison

    IRN PCH00004

    • (446)CF21 Investment Adviser (1 Dec 2001 to 23 Aug 2002)
  • Peter Cheruiyot Kibowen

    IRN PHK01023

    • (2192)CF30 Customer (16 Apr 2010 to 5 Jan 2011)
  • Peter Daniel Jones

    IRN PDJ00002

    • (617)CF21 Investment Adviser (1 Dec 2001 to 24 Sep 2004)
  • Peter Fairweather

    IRN PXF00057

    • (1092)CF21 Investment Adviser (1 Dec 2001 to 3 Oct 2003)
  • Peter Gordon Berry

    IRN PGB00030

    • (1315)CF30 Customer (29 Mar 2010 to 15 Nov 2013)
Show more

Recent activity

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

  1. controlled function added: (1375)7. Giving personal recommendations on long-term care insurance contracts

  2. controlled function added: (1374)[FCA CF] Functions requiring qualifications

  3. controlled function added: (1373)[FCA CF] Manager of certification employee

  4. controlled function added: (1372)[FCA CF] Client dealing

  5. controlled function added: (1371)4. Giving personal recommendations on retail investment products which are not broker funds

  6. controlled function added: (1370)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  7. controlled function added: (1369)[FCA CF] Functions requiring qualifications

  8. controlled function added: (1368)[FCA CF] Client dealing

  9. controlled function added: (1367)4. Giving personal recommendations on retail investment products which are not broker funds

  10. controlled function added: (1366)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

Show more