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.

• Mohammad Assad Uz-Zaman

  IRN MAU01023

  • CF30 Customer (23 Jul 2015 to 22 Dec 2015)
• Mohammed Raihaan Shahid

  IRN MRS01239

  • CF30 Customer (19 Aug 2013 to 29 Apr 2019)
• Mohammed Shahban Bostan

  IRN MSB00025

  • CF21 Investment Adviser (1 Dec 2001 to 3 Sep 2002)
• Monica Theresa Harrison-Fish

  IRN MTW01040

  • CF30 Customer (17 Apr 2013 to 1 Dec 2016)
• Muhammad Mustaffa

  IRN MXM00842

  • [FCA CF] Material risk taker (since 18 Sep 2025)
• Myles John Astin

  IRN MJA01097

  • CF30 Customer (10 Dec 2016 to 19 Jun 2017)
• NADINE Perry

  IRN NHJ00006

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 27 Mar 2024)
  • CF30 Customer (8 Sep 2014 to 8 Dec 2019)
• Nadia Ansary-Clark

  IRN NXA01140

  • [FCA CF] Client dealing (since 18 May 2023)
• Nadia Atanasov

  IRN NXA13792

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (12 Apr 2019 to 8 Dec 2019)
• Naomi Charles

  IRN NXC00213

  • [FCA CF] Client dealing (27 Aug 2021 to 2 Jun 2023)
  • [FCA CF] Functions requiring qualifications (27 Aug 2021 to 2 Jun 2023)

No changes recorded yet.