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.

• Marco Graziano Malagoni

  IRN MGM01070

  • CF30 Customer (1 Nov 2007 to 15 Aug 2008)
  • CF21 Investment Adviser (14 Sep 2007 to 31 Oct 2007)
• Marco Romano Sambucci

  IRN MRS00010

  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
• Marcus Dean Gomery

  IRN MXG00110

  • CF21 Investment Adviser (1 Dec 2001 to 19 Dec 2001)
• Margaret Alexandra Moyra Price

  IRN MAM01139

  • CF30 Customer (21 Mar 2016 to 17 Jun 2019)
• Marieke Kernet

  IRN MXK00243

  • SMF17 Money Laundering Reporting Officer (MLRO) (10 May 2022 to 31 Mar 2025)
  • [FCA CF] Significant management (23 Sep 2021 to 10 May 2022)
• Mark Alastair Lloyd Dodsworth

  IRN MXD00036

  • CF21 Investment Adviser (10 Feb 2004 to 1 Aug 2005)
  • CF22 Investment Adviser (Trainee) (12 Feb 2003 to 10 Feb 2004)
• Mark Andrew Rolfe

  IRN MAR01149

  • CF30 Customer (3 Dec 2013 to 3 Jan 2014)
• Mark Andrew Stewart

  IRN MAS00095

  • CF21 Investment Adviser (1 Dec 2001 to 13 Mar 2007)
• Mark Andrew Tucker

  IRN MAT01104

  • CF21 Investment Adviser (15 Jul 2002 to 1 Dec 2002)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 15 Jul 2002)
• Mark Anthony Keates

  IRN MAK00031

  • CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2007)

No changes recorded yet.