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.

• Neil William Robinson

  IRN NXR44719

  • [FCA CF] Material risk taker (since 2 Feb 2026)
  • [FCA CF] Manager of certification employee (since 18 Feb 2025)
  • [FCA CF] Significant management (since 13 Jun 2024)
• Neville Khorshidchehr

  IRN NXK01116

  • CF30 Customer (1 Nov 2007 to 17 Oct 2010)
  • CF21 Investment Adviser (24 Aug 2007 to 31 Oct 2007)
• Niall Spowart

  IRN NXS00800

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 11 Mar 2026)
  • [FCA CF] Client dealing (since 11 Mar 2026)
• Nicholas Allcock

  IRN NXA00098

  • [FCA CF] Significant management (since 9 Dec 2019)
  • [FCA CF] Material risk taker (9 Dec 2019 to 1 Oct 2024)
• Nicholas Anton Anderson

  IRN NAA00004

  • CF28 Systems and controls (1 Nov 2007 to 10 Nov 2011)
  • CF15 Internal Audit (22 Nov 2006 to 31 Oct 2007)
  • CF10 Compliance Oversight (22 Jun 2004 to 10 Nov 2011)
  • CF11 Money Laundering Reporting (20 Feb 2003 to 10 Nov 2011)
  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 10 Jun 2004)
• Nicholas Charles Cornish

  IRN NCC00001

  • CF30 Customer (1 Nov 2007 to 11 May 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Nicholas Charles Onslow

  IRN NCO01014

  • CF30 Customer (3 Aug 2011 to 17 Dec 2014)
• Nicholas Charles Vivian Jones

  IRN NCJ00005

  • CF30 Customer (11 Jan 2008 to 1 Feb 2010)
• Nicholas Copperwaite

  IRN NXC00256

  • [FCA CF] Material risk taker (since 1 Oct 2024)
  • [FCA CF] Manager of certification employee (since 31 Mar 2022)
  • [FCA CF] Significant management (since 31 Mar 2022)
• Nicholas David Toubkin

  IRN NDT01044

  • CF30 Customer (10 Jun 2016 to 21 Jul 2017)

No changes recorded yet.