Evelyn Partners Financial Planning Limited

• 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

• 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

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  • · 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

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  • · 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

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  • · 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

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  • · ”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 Hide limitations

  • · 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.

• Leigh Cecil

  IRN LXC01852

  • 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. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 7 Nov 2022)
  • [FCA CF] Client dealing (since 2 Jul 2021)
  • [FCA CF] Functions requiring qualifications (since 2 Jul 2021)
• Leisa Anne Wiltshire

  IRN LAW00028

  • CF22 Investment Adviser (Trainee) (1 Jun 2007 to 25 Jul 2007)
• Leon Edward Buckley

  IRN LXB00111

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF30 Customer (23 Aug 2016 to 8 Dec 2019)
• Leona Harrison

  IRN LXH00674

  • [FCA CF] Client dealing (since 8 Dec 2025)
• Leonard Anthony Walters

  IRN LAW00005

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)
• Lesley Ann Allman

  IRN LXA15376

  • [FCA CF] Client dealing (since 8 Jun 2023)
• Leslie Joseph Phillips

  IRN LJP00006

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Nov 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Nov 2021)
  • CF30 Customer (7 Jun 2019 to 8 Dec 2019)
• Lester John Thomas

  IRN LJT00004

  • CF21 Investment Adviser (1 Dec 2001 to 22 Nov 2006)
• Liam Andrew Cullen

  IRN LXC00427

  • [FCA CF] Client dealing (since 17 Jul 2025)
• Liam Raddon

  IRN LXR00264

  • [FCA CF] Manager of certification employee (since 5 Nov 2024)
  • [FCA CF] Client dealing (since 18 May 2023)

No changes recorded yet.