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.

  • Raj Roy

    IRN RXR00485

    • (910)[FCA CF] Client dealing (since 7 Apr 2025)
  • Rajan Verma

    IRN RXV00095

    • (1529)[FCA CF] Client dealing (18 May 2023 to 23 Oct 2025)
  • Rajiv Prabhakar

    IRN RXP01629

    • (2078)CF30 Customer (16 Apr 2010 to 10 Jun 2010)
  • Rakesh Rai

    IRN RXR01317

    • (484)CF30 Customer (1 Nov 2007 to 10 Dec 2007)
    • (485)CF21 Investment Adviser (24 Oct 2007 to 31 Oct 2007)
  • Ramit Lal

    IRN RXL80130

    • (1286)[FCA CF] Client dealing (since 18 Jul 2024)
  • Raymond John Whytock

    IRN RJW01234

    • (1155)[FCA CF] Client dealing (15 Jun 2023 to 27 Apr 2025)
  • Rebecca Anne Smith

    IRN RAS01385

    • (16)4. Giving personal recommendations on retail investment products which are not broker funds
    • (15)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (17)[FCA CF] Client dealing (since 14 Jan 2022)
    • (18)[FCA CF] Functions requiring qualifications (since 14 Jan 2022)
    • (1681)[FCA CF] Client dealing (9 Dec 2019 to 9 Aug 2021)
    • (1682)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Aug 2021)
    • (1680)CF30 Customer (20 Aug 2018 to 8 Dec 2019)
  • Rebecca Elizabeth Doble

    IRN RED01016

    • (548)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (549)4. Giving personal recommendations on retail investment products which are not broker funds
    • (551)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (550)[FCA CF] Client dealing (since 9 Dec 2019)
    • (1079)CF30 Customer (9 Dec 2016 to 8 Dec 2019)
  • Rebecca Parcolazo-Rudge

    IRN RXP00201

    • (1625)[FCA CF] Significant management (25 Jan 2021 to 16 Aug 2022)
  • Rebecca Smith

    IRN RXS00290

    • (1262)[FCA CF] Manager of certification employee (since 24 Sep 2024)
    • (1261)[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: (1365)[FCA CF] Functions requiring qualifications

  2. controlled function added: (1364)[FCA CF] Client dealing

  3. controlled function added: (1363)4. Giving personal recommendations on retail investment products which are not broker funds

  4. controlled function added: (1362)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: (1361)[FCA CF] Functions requiring qualifications

  6. controlled function added: (1360)[FCA CF] Client dealing

  7. controlled function added: (1359)4. Giving personal recommendations on retail investment products which are not broker funds

  8. controlled function added: (1358)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  9. controlled function added: (1357)[FCA CF] Functions requiring qualifications

  10. controlled function added: (1356)[FCA CF] Client dealing

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