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.

• Matthew Neil Storer

  IRN MNS01069

  • 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 23 Feb 2022)
  • [FCA CF] Client dealing (since 23 Feb 2022)
• Matthew Shanly

  IRN MXS05169

  • [FCA CF] Client dealing (22 Oct 2024 to 27 Jun 2025)
  • [FCA CF] Functions requiring qualifications (22 Oct 2024 to 27 Jun 2025)
• Matthew Simon Pitcher

  IRN MSP00030

  • CF30 Customer (1 Nov 2007 to 13 Sep 2016)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Matthew Swatton

  IRN MXS02346

  • CF30 Customer (16 Apr 2010 to 1 Apr 2015)
• Matthew Turner

  IRN MXT12354

  • 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 29 Mar 2021)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (14 Mar 2019 to 8 Dec 2019)
• Max Willis

  IRN MXW00888

  • 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 26 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 26 Sep 2024)
• Mayank Prakash

  IRN MXP00295

  • SMF24 Chief Operations (4 Mar 2022 to 17 Apr 2025)
  • [FCA CF] Manager of certification employee (14 Jan 2021 to 26 Oct 2022)
  • [FCA CF] Significant management (14 Jan 2021 to 7 Mar 2022)
• Meghan Woodwards

  IRN MXW00572

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 2 May 2025)
  • [FCA CF] Manager of certification employee (15 Apr 2025 to 1 May 2025)
  • [FCA CF] Significant management (7 Jun 2022 to 1 May 2025)
• Melanie Wicks

  IRN MXW00713

  • [FCA CF] Functions requiring qualifications (26 Jul 2024 to 28 Feb 2025)
  • [FCA CF] Client dealing (26 Jul 2024 to 28 Feb 2025)
• Mervyn Paul Kendall

  IRN MPK00007

  • CF21 Investment Adviser (1 Dec 2001 to 13 Dec 2002)

No changes recorded yet.