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.

• Andrew John Collison

  IRN AJC01434

  • [FCA CF] Client dealing (since 13 Mar 2026)
• Andrew John Hall

  IRN AJH01502

  • CF30 Customer (9 Sep 2010 to 24 Jul 2011)
• Andrew John Wright

  IRN AJW00158

  • CF21 Investment Adviser (1 Dec 2001 to 1 Jul 2003)
• Andrew Little

  IRN AXL18688

  • [FCA CF] Client dealing (31 Mar 2023 to 8 May 2024)
• Andrew Mark Callis

  IRN AMC01139

  • CF21 Investment Adviser (1 Jun 2007 to 20 Aug 2007)
• Andrew Martin Baddeley

  IRN AMB01241

  • SMF2 Chief Finance (9 Dec 2019 to 9 Apr 2025)
  • SMF3 Executive Director (9 Dec 2019 to 9 Apr 2025)
  • CF1 Director (12 Sep 2018 to 8 Dec 2019)
• Andrew Moat

  IRN AXM81799

  • 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 29 Nov 2023)
  • [FCA CF] Client dealing (since 29 Nov 2023)
• Andrew Nicholas Kirk

  IRN ANK00018

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Apr 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Apr 2021)
  • CF30 Customer (5 Oct 2017 to 8 Dec 2019)
• Andrew Park Rowland

  IRN APR00011

  • [FCA CF] Client dealing (9 Dec 2019 to 9 Aug 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Aug 2022)
  • CF30 Customer (12 Jun 2014 to 8 Dec 2019)
• Andrew Peter Harris

  IRN AXH01728

  • CF30 Customer (1 Nov 2007 to 11 Jun 2008)
  • CF21 Investment Adviser (29 Aug 2007 to 31 Oct 2007)

No changes recorded yet.