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

  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.

• 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.

• Lynn Blackley

  IRN LXB00573

  • [FCA CF] Client dealing (since 18 May 2023)
• Lynne Caisley

  IRN LXM00015

  • CF30 Customer (1 Nov 2007 to 24 Mar 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Lynne Carr-Briggs

  IRN LXC00499

  • [FCA CF] Client dealing (since 18 May 2023)
• MICHAEL Angus

  IRN MXA01495

  • CF30 Customer (1 Nov 2007 to 16 Apr 2012)
  • CF21 Investment Adviser (24 Aug 2007 to 31 Oct 2007)
• Madison James

  IRN MXS01023

  • 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] Functions requiring qualifications (since 18 Jul 2022)
  • [FCA CF] Client dealing (since 18 Jul 2022)
• Maja Brzeska

  IRN MXB01153

  • [FCA CF] Client dealing (since 18 May 2023)
• Mala Rajput-Fairburn

  IRN MXR01712

  • CF30 Customer (23 Aug 2016 to 4 Dec 2018)
• Malcolm Edwards

  IRN MXE00037

  • CF30 Customer (1 Nov 2007 to 5 Mar 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Malcolm Graham White

  IRN MGW01093

  • CF30 Customer (16 Apr 2010 to 26 Jul 2011)
• Malcolm John Shiels

  IRN MJS00011

  • CF30 Customer (1 Nov 2007 to 27 May 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

No changes recorded yet.