Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 days ago

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
    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 Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme

    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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

    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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

    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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme

    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.

  • Tarryn Dawson

    IRN TXR13750

    • (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)
    • (1359)4. Giving personal recommendations on retail investment products which are not broker funds
    • (1360)[FCA CF] Client dealing (since 3 Apr 2024)
    • (1361)[FCA CF] Functions requiring qualifications (since 3 Apr 2024)
  • Terence Alan Grange

    IRN TAG00006

    • (321)CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2003)
  • Terence Dean Peer

    IRN TDP01012

    • (1754)CF30 Customer (21 Apr 2010 to 22 Sep 2016)
  • Terence Owen Anthony Rice

    IRN TOR00002

    • (791)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2022)
    • (790)[FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2022)
    • (789)[FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2022)
    • (788)CF30 Customer (3 Jun 2010 to 8 Dec 2019)
  • Terri Anne Eason

    IRN TAM00007

    • (19)CF21 Investment Adviser (8 Nov 2002 to 29 May 2004)
    • (18)CF22 Investment Adviser (Trainee) (9 May 2002 to 8 Nov 2002)
  • Terry Anthony Gammans

    IRN TAG00007

    • (1221)CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)
  • Terry Mark Anthony Holloway

    IRN TMH01077

    • (886)[FCA CF] Client dealing (9 Dec 2019 to 3 Oct 2021)
    • (887)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Oct 2021)
    • (885)CF30 Customer (29 Mar 2010 to 8 Dec 2019)
  • Theo John Tristan Lishman

    IRN TJL01120

    • (653)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Dec 2024)
    • (652)[FCA CF] Client dealing (9 Dec 2019 to 18 Dec 2024)
    • (651)CF30 Customer (12 Sep 2017 to 8 Dec 2019)
  • Theresa Anne Cherrey

    IRN TAC00012

    • (241)CF21 Investment Adviser (23 Apr 2002 to 28 May 2002)
    • (240)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 23 Apr 2002)
  • Thibault Huysseune

    IRN TXH89332

    • (1273)[FCA CF] Material risk taker (since 19 Feb 2025)
    • (1272)Director of firm who is not a certification employee or a SMF manager (since 19 Feb 2025)
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Recent activity

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

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

  2. controlled function added: (1355)4. Giving personal recommendations on retail investment products which are not broker funds

  3. controlled function added: (1354)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  4. controlled function added: (1353)[FCA CF] Functions requiring qualifications

  5. controlled function added: (1352)[FCA CF] Client dealing

  6. controlled function added: (1351)4. Giving personal recommendations on retail investment products which are not broker funds

  7. controlled function added: (1350)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)

  8. controlled function added: (1349)[FCA CF] Functions requiring qualifications

  9. controlled function added: (1348)[FCA CF] Client dealing

  10. controlled function added: (1347)4. Giving personal recommendations on retail investment products which are not broker funds

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