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.

  • Patrick Robert Meehan

    IRN PRM00007

    • (126)CF30 Customer (1 Nov 2007 to 5 Apr 2016)
    • (127)CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
  • Patrick Thomas

    IRN PXT01361

    • (890)CF30 Customer (1 Nov 2007 to 9 Oct 2009)
    • (891)CF22 Investment Adviser (Trainee) (11 Oct 2007 to 31 Oct 2007)
  • Patrick William Freeman Bookey

    IRN PWB00004

    • (531)CF21 Investment Adviser (30 Dec 2004 to 20 Dec 2005)
  • Patrick Williams

    IRN PAW01245

    • (139)[FCA CF] Client dealing (since 18 May 2023)
  • Paul Alexander Frame

    IRN PAF00003

    • (1879)CF21 Investment Adviser (1 Dec 2001 to 1 Feb 2002)
  • Paul Andrew Cryan

    IRN PAC00005

    • (1914)CF30 Customer (1 Nov 2007 to 8 Jun 2009)
    • (1916)CF21 Investment Adviser (17 Jan 2003 to 31 Oct 2007)
    • (1915)CF22 Investment Adviser (Trainee) (24 May 2002 to 17 Jan 2003)
  • Paul Andrew Tarpey

    IRN PAT00048

    • (388)CF21 Investment Adviser (18 May 2005 to 12 Oct 2005)
    • (387)CF22 Investment Adviser (Trainee) (15 Jun 2004 to 16 May 2005)
  • Paul Antony Drage

    IRN PAD00014

    • (1435)CF30 Customer (10 Jun 2009 to 21 Feb 2011)
  • Paul Barnaby Evans

    IRN PBE01017

    • (479)CF30 Customer (16 Apr 2010 to 10 Jun 2013)
  • Paul Cathcart

    IRN PAC00002

    • (1876)CF30 Customer (1 May 2014 to 18 Dec 2015)
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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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