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.

  • Simon David Tamworth

    IRN SDT01038

    • (147)CF30 Customer (1 Nov 2007 to 5 May 2009)
    • (148)CF24 Pension Transfer Specialist (11 Jul 2007 to 31 Oct 2007)
    • (149)CF21 Investment Adviser (11 Dec 2003 to 13 Jul 2007)
  • Simon Douglas Gill

    IRN SDG01036

    • (921)[FCA CF] Manager of certification employee (9 Dec 2019 to 23 Jul 2023)
  • Simon Herbert James Tang

    IRN SXT00100

    • (1829)CF30 Customer (1 Nov 2007 to 9 Jul 2012)
    • (1831)CF21 Investment Adviser (14 Apr 2005 to 31 Oct 2007)
    • (1830)CF22 Investment Adviser (Trainee) (28 Sep 2004 to 12 Apr 2005)
  • Simon Howard Michael Maynard

    IRN SHM01027

    • (700)[FCA CF] Significant management (since 16 Sep 2025)
    • (699)[FCA CF] Material risk taker (since 16 Sep 2025)
  • Simon James Poucher

    IRN SJP00066

    • (402)CF21 Investment Adviser (1 Dec 2001 to 16 Aug 2002)
  • Simon John Farrant

    IRN SJF00072

    • (318)CF21 Investment Adviser (1 Dec 2001 to 23 Jun 2006)
  • Simon John Howard Lloyd

    IRN SJL00016

    • (565)CF30 Customer (1 Nov 2007 to 14 Mar 2008)
    • (566)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Simon Jonathan Clarke

    IRN SJC00001

    • (1485)CF30 Customer (26 Apr 2011 to 21 Sep 2018)
  • Simon Lee-Hartley Gibson

    IRN SLG00011

    • (179)CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 5 Feb 2002)
  • Simon Mark Beckwith

    IRN SMB01224

    • (263)CF30 Customer (11 May 2010 to 31 Oct 2011)
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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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