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.

• Lorraine Ann Denton

  IRN LAD01050

  • CF30 Customer (15 Sep 2015 to 1 Feb 2017)
• Lorraine McDougall

  IRN LXM00114

  • CF22 Investment Adviser (Trainee) (16 Jun 2004 to 2 Mar 2005)
• Louis Elson

  IRN LXE01051

  • CF2 Non Executive Director (13 Sep 2007 to 1 Aug 2016)
• Louis Evans

  IRN LXE00158

  • [FCA CF] Client dealing (12 Dec 2024 to 6 Jun 2025)
• Louis Thomas Morgan

  IRN LTM01007

  • CF21 Investment Adviser (3 Dec 2002 to 13 May 2004)
  • CF22 Investment Adviser (Trainee) (12 Mar 2002 to 3 Dec 2002)
• Louisa Jane France

  IRN LJF00011

  • 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)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (18 Aug 2016 to 8 Dec 2019)
• Louisa Mary Bennett

  IRN LMB01154

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Nov 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 13 Nov 2025)
  • CF30 Customer (24 Jan 2018 to 8 Dec 2019)
• Louise Helen Elizabeth Mills

  IRN LHW00005

  • CF30 Customer (1 Nov 2007 to 4 Nov 2009)
  • CF21 Investment Adviser (9 Oct 2006 to 31 Oct 2007)
• Louise Maria Higham

  IRN LMH01075

  • [FCA CF] Client dealing (9 Dec 2019 to 12 May 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 May 2023)
  • CF30 Customer (6 Jan 2017 to 8 Dec 2019)
• Louise Perkins

  IRN LXP00454

  • [FCA CF] Manager of certification employee (since 7 Apr 2026)
  • [FCA CF] Client dealing (since 21 Aug 2025)

No changes recorded yet.