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.

• Martin Collins

  IRN MXC01547

  • CF30 Customer (24 Jun 2014 to 7 Jul 2015)
• Martin Francis Soars

  IRN MFS00002

  • CF21 Investment Adviser (1 Dec 2001 to 30 Jun 2004)
• Martin Gedge

  IRN MXG00681

  • [FCA CF] Client dealing (since 11 Dec 2023)
• Martin Horton

  IRN MXH01285

  • [FCA CF] Manager of certification employee (since 8 Apr 2025)
  • [FCA CF] Significant management (since 9 Sep 2024)
• Martin Ian Reed

  IRN MXR01567

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Jan 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 14 Jan 2022)
  • CF30 Customer (12 Apr 2017 to 8 Dec 2019)
• Martin James Duncan

  IRN MJD01316

  • CF30 Customer (1 Nov 2007 to 28 Apr 2008)
  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
• Martin James Miles

  IRN MJM00005

  • CF21 Investment Adviser (12 Mar 2002 to 19 Apr 2005)
  • CF22 Investment Adviser (Trainee) (12 Mar 2002 to 12 Mar 2002)
• Martin James Tyrrell

  IRN MJT00045

  • CF30 Customer (25 Aug 2015 to 12 Apr 2016)
• Martin Jones

  IRN MBJ00009

  • 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 17 May 2022)
  • [FCA CF] Client dealing (since 17 May 2022)
• Martin Paul McEvoy

  IRN MPM00033

  • CF30 Customer (1 Nov 2007 to 10 Apr 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

No changes recorded yet.