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.

  • Rugile Kalesinskaite

    IRN RXK07520

    • (10)[FCA CF] Client dealing (since 18 May 2023)
  • Rupert Lascelles Pennant-Rea

    IRN RLP01025

    • (466)CF2 Non Executive Director (19 Jan 2005 to 3 May 2006)
  • Russell Birkin

    IRN RXB00171

    • (1214)CF21 Investment Adviser (3 Jun 2003 to 17 Jan 2004)
    • (1213)CF22 Investment Adviser (Trainee) (16 Jul 2002 to 3 Jun 2003)
  • Russell William Haworth

    IRN RWH01134

    • (454)CF30 Customer (1 Nov 2007 to 11 Nov 2010)
    • (455)CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
  • Ruth Elizabeth Marlow

    IRN REM00032

    • (738)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (739)4. Giving personal recommendations on retail investment products which are not broker funds
    • (737)7. Giving personal recommendations on long-term care insurance contracts
    • (741)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (740)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1300)CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • (1301)CF22 Investment Adviser (Trainee) (5 Jul 2007 to 31 Oct 2007)
  • Ruth Slavin

    IRN RXS00157

    • (771)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (772)4. Giving personal recommendations on retail investment products which are not broker funds
    • (773)[FCA CF] Client dealing (since 9 Dec 2019)
    • (774)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1326)[FCA CF] Manager of certification employee (1 Apr 2021 to 7 Jul 2022)
    • (1325)CF30 Customer (1 Feb 2019 to 8 Dec 2019)
  • Ryan Jackson

    IRN RXJ00268

    • (988)[FCA CF] Client dealing (since 26 Sep 2023)
  • Sahil Chadha

    IRN SXC02633

    • (1489)[FCA CF] Client dealing (12 Jun 2025 to 20 Nov 2025)
  • Salini Karuna Bundhoo

    IRN SUB01001

    • (756)CF30 Customer (21 Apr 2010 to 12 Apr 2012)
  • Sally Ann Boyle

    IRN SAB01410

    • (1423)SMF12 Chair of the Remuneration Committee (since 1 May 2025)
    • (2160)[FCA CF] Material risk taker (1 Oct 2024 to 30 Apr 2025)
    • (2159)Director of firm who is not a certification employee or a SMF manager (22 Mar 2024 to 30 Apr 2025)
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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)

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