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.

• Michele Ferrucci

  IRN MXF00016

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Dec 2002)
• Michelle Douglas

  IRN MXD00834

  • [FCA CF] Manager of certification employee (since 12 Dec 2024)
• Michelle Jayne Lane

  IRN MJL01243

  • CF22 Investment Adviser (Trainee) (4 Oct 2004 to 20 Dec 2005)
• Michelle Murphy

  IRN MXM04465

  • [FCA CF] Client dealing (since 22 Oct 2024)
• Miles Anthony Standish

  IRN MAS00076

  • Responsible for Insurance Mediation (14 Jan 2005 to 3 May 2006)
  • CF1 Director (1 Dec 2001 to 3 May 2006)
• Miles Edward Robinson

  IRN MER01043

  • [FCA CF] Manager of certification employee (since 22 Jun 2022)
• Miles Marius Cresswell-Turner

  IRN MMC01023

  • CF2 Non Executive Director (13 Sep 2007 to 6 Sep 2008)
• Mimi Alicia Corden-Lloyd

  IRN MXC00595

  • 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 6 Feb 2025)
  • [FCA CF] Client dealing (since 6 Feb 2025)
• Minaz Kasmani

  IRN MXK01749

  • CF30 Customer (11 Feb 2013 to 30 Oct 2017)
• Mo Johnson

  IRN MXJ00394

  • [FCA CF] Manager of certification employee (since 3 Oct 2024)
  • [FCA CF] Client dealing (since 21 Jun 2023)

No changes recorded yet.