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.

• Matthew Hargraves

  IRN MXH01001

  • [FCA CF] Client dealing (18 May 2023 to 16 Feb 2024)
• Matthew Hawkins

  IRN MSH00032

  • 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] Manager of certification employee (since 7 Jun 2022)
  • [FCA CF] Client dealing (since 2 Jul 2021)
  • [FCA CF] Functions requiring qualifications (since 2 Jul 2021)
• Matthew Hodges

  IRN MXH01002

  • [FCA CF] Client dealing (since 18 May 2023)
• Matthew Ingram

  IRN MPI01004

  • CF30 Customer (24 Mar 2010 to 15 Nov 2013)
• Matthew James Bruce Tribe

  IRN MXT02140

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (20 Jul 2017 to 8 Dec 2019)
• Matthew James Dickens

  IRN MJD01333

  • 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] Client dealing (since 2 Apr 2024)
  • [FCA CF] Functions requiring qualifications (since 2 Apr 2024)
• Matthew James Edwards

  IRN MJE00024

  • CF22 Investment Adviser (Trainee) (26 Jun 2002 to 31 Aug 2005)
• Matthew James Morgan

  IRN MJM01557

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 2 Aug 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 2 Aug 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Aug 2024)
  • CF30 Customer (24 Apr 2017 to 8 Dec 2019)
• Matthew Joel Davy

  IRN MJD01310

  • CF30 Customer (1 Nov 2007 to 2 May 2008)
  • CF21 Investment Adviser (28 Aug 2007 to 31 Oct 2007)
• Matthew Kenneth Sumner

  IRN MKS00004

  • CF21 Investment Adviser (16 Feb 2005 to 13 Jul 2007)
  • CF22 Investment Adviser (Trainee) (21 Jul 2003 to 1 Feb 2005)

No changes recorded yet.