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.

• Oliver Baird

  IRN OXB00127

  • [FCA CF] Client dealing (since 18 May 2023)
• Oliver Dunne

  IRN OXD00023

  • [FCA CF] Client dealing (30 Mar 2021 to 27 Aug 2021)
  • [FCA CF] Functions requiring qualifications (30 Mar 2021 to 27 Aug 2021)
• Oliver Ford

  IRN OXF00034

  • [FCA CF] Client dealing (18 May 2023 to 23 Aug 2023)
• Oliver John Prodhan

  IRN OJP00001

  • CF21 Investment Adviser (15 Apr 2004 to 1 Aug 2004)
  • CF22 Investment Adviser (Trainee) (27 Jun 2003 to 15 Apr 2004)
• Oliver Wesley Marsland

  IRN OWM01002

  • CF30 Customer (20 Jul 2011 to 29 Jan 2013)
• Owen Roger Thomas

  IRN ORT01005

  • CF30 Customer (11 Jun 2014 to 23 Apr 2015)
• Owen Tudor Griffiths

  IRN OTG00001

  • CF21 Investment Adviser (1 Dec 2001 to 29 Feb 2004)
• Pamela Jane Hawkins

  IRN PJH00150

  • CF21 Investment Adviser (1 Jun 2007 to 19 Jun 2007)
• Pamela O'Malley

  IRN PXO00149

  • 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 9 Apr 2024)
  • [FCA CF] Client dealing (since 9 Apr 2024)
• Pandeli Andreas

  IRN PXA00045

  • CF1 Director (4 Aug 2006 to 19 Jun 2009)
  • CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 6 Oct 2006)

No changes recorded yet.