Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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
    • · 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

    Show 1 limitation
    • · ”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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Pandeli Andreas

    IRN PXA00045

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

    IRN PAS00006

    • (31)CF21 Investment Adviser (14 Jan 2003 to 30 Jun 2004)
    • (30)CF22 Investment Adviser (Trainee) (8 May 2002 to 14 Jan 2003)
  • Patricia Dorne Coppens

    IRN PXC00686

    • (1490)[FCA CF] Client dealing (1 May 2025 to 22 Apr 2026)
  • Patricia Morris

    IRN PXM00595

    • (1062)[FCA CF] Client dealing (since 18 May 2023)
  • Patrick Agnew

    IRN PXA01343

    • (873)[FCA CF] Client dealing (18 Sep 2023 to 27 Nov 2024)
  • Patrick Bruce Varley

    IRN PBV01005

    • (602)4. Giving personal recommendations on retail investment products which are not broker funds
    • (601)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (604)[FCA CF] Manager of certification employee (since 2 Dec 2021)
    • (603)[FCA CF] Client dealing (since 9 Dec 2019)
    • (605)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • (1206)CF30 Customer (20 Aug 2019 to 8 Dec 2019)
  • Patrick Charles Connolly

    IRN PCC00026

    • (333)CF30 Customer (1 Nov 2007 to 19 Nov 2009)
    • (334)CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
  • Patrick Damien Coulter

    IRN PDC00030

    • (1336)[FCA CF] Functions requiring qualifications (19 Jul 2021 to 4 Jan 2023)
    • (1335)[FCA CF] Client dealing (19 Jul 2021 to 4 Jan 2023)
  • Patrick Ian King

    IRN PIK00001

    • (831)[FCA CF] Significant management (since 9 Dec 2019)
    • (1439)CF30 Customer (26 Jun 2014 to 14 Dec 2016)
  • Patrick Noel Farrelly

    IRN PNF00001

    • (1455)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Nov 2021)
    • (1454)[FCA CF] Client dealing (9 Dec 2019 to 1 Nov 2021)
    • (1453)CF30 Customer (29 May 2019 to 8 Dec 2019)
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Recent activity

Updates to this firm's record on the FCA register.

  1. trading name added: Tilney

  2. trading name added: Smith & Williamson

  3. trading name added: Link2wealth

  4. trading name added: Bluefin

  5. trading name added: Towry Limited

  6. trading name added: Towry Law Financial Services Limited

  7. trading name added: Towry Law Financial Planning Limited

  8. trading name added: Towry Law & Company Limited

  9. trading name added: Tilney Financial Planning Limited

  10. trading name added: Towry Direct

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