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.

• Mary Walsh

  IRN MXW00712

  • [FCA CF] Client dealing (since 18 May 2023)
• Matilda Amy Kentridge

  IRN MAK01157

  • CF30 Customer (1 Apr 2008 to 21 Jul 2010)
• Matthew Alan Beaman

  IRN MAB00085

  • CF30 Customer (1 Nov 2007 to 9 Jun 2009)
  • CF21 Investment Adviser (11 Feb 2004 to 20 Dec 2005)
  • CF22 Investment Adviser (Trainee) (30 Jun 2003 to 11 Feb 2004)
• Matthew Barry Wykes

  IRN MBW01047

  • CF30 Customer (15 Apr 2010 to 4 Nov 2011)
• Matthew Charles William Hobbins

  IRN MCH01159

  • [FCA CF] Functions requiring qualifications (3 Apr 2024 to 1 Aug 2025)
  • [FCA CF] Client dealing (3 Apr 2024 to 1 Aug 2025)
• Matthew Conroy Griffiths

  IRN MCG01052

  • CF30 Customer (1 Nov 2007 to 22 Feb 2008)
  • CF21 Investment Adviser (17 Oct 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (29 Jun 2007 to 17 Oct 2007)
• Matthew Damian Wood

  IRN MDW00036

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2025)
  • CF30 Customer (13 Jan 2017 to 8 Dec 2019)
• Matthew David Simons

  IRN MDS00022

  • CF30 Customer (1 Apr 2010 to 26 May 2011)
• Matthew Davies

  IRN MXD00673

  • [FCA CF] Client dealing (since 14 Aug 2024)
• Matthew Eaton

  IRN MXE00385

  • 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 18 Jun 2025)
  • [FCA CF] Client dealing (since 18 Jun 2025)

No changes recorded yet.