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.

• Nigel James Ranger

  IRN NJR00034

  • CF30 Customer (1 Nov 2007 to 3 Nov 2011)
  • CF21 Investment Adviser (9 Oct 2006 to 31 Oct 2007)
• Nigel Patrick Bollig

  IRN NPB00007

  • CF30 Customer (19 Aug 2015 to 2 Feb 2016)
• Nigel Steele

  IRN NPC01046

  • CF22 Investment Adviser (Trainee) (26 Mar 2004 to 13 Jan 2005)
• Nikesh Shah

  IRN NXS00517

  • [FCA CF] Client dealing (since 30 May 2023)
• Nikita Debbi Kyle

  IRN NXK24440

  • 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 13 Feb 2023)
  • [FCA CF] Client dealing (since 13 Feb 2023)
• Nina Strang

  IRN NXG01239

  • 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 10 Feb 2023)
  • [FCA CF] Functions requiring qualifications (since 10 Feb 2023)
• Niraj Niranjan Vyas

  IRN NNV00002

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Nitin Khanna

  IRN NXK01222

  • [FCA CF] Manager of certification employee (since 15 Mar 2023)
• Noel James Barrett-Morton

  IRN NJB00024

  • CF21 Investment Adviser (1 Dec 2001 to 27 Dec 2006)
• Norman Brian Hunt

  IRN NBH00004

  • CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2002)

No changes recorded yet.