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.

• Anna Kristina Merry

  IRN AKM00013

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)
• Anna Louise Sharp

  IRN ALS01147

  • 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 5 Apr 2022)
  • [FCA CF] Client dealing (since 5 Apr 2022)
• Anna Marguerita Wilson

  IRN AMK00021

  • CF21 Investment Adviser (1 Dec 2001 to 1 May 2002)
• Anne Christine Fairs

  IRN ACF00007

  • CF30 Customer (1 Nov 2007 to 8 Jun 2009)
  • CF21 Investment Adviser (10 Oct 2006 to 31 Oct 2007)
• Anne Elizabeth McClean

  IRN AEH01057

  • [FCA CF] Manager of certification employee (2 Jul 2021 to 6 Jan 2023)
  • [FCA CF] Client dealing (2 Jul 2021 to 6 Jan 2023)
  • [FCA CF] Functions requiring qualifications (2 Jul 2021 to 6 Jan 2023)
• Anne Elizabeth Reader

  IRN AER00002

  • CF21 Investment Adviser (1 Dec 2001 to 17 May 2002)
• Anne Marie Hills

  IRN AMH01266

  • CF30 Customer (16 Dec 2011 to 24 Oct 2014)
• Anne Privat

  IRN AXP01004

  • [FCA CF] Client dealing (6 Aug 2024 to 29 Nov 2024)
• Annie Chan

  IRN ACG01126

  • [FCA CF] Client dealing (since 31 Mar 2023)
• Anthony Alfred Barlow

  IRN AAB00013

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

No changes recorded yet.