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.

• Antony Graeme Cant

  IRN AGC01124

  • CF28 Systems and controls (5 Jan 2009 to 27 Apr 2009)
• Antony Thomas

  IRN AXT00118

  • CF30 Customer (26 Aug 2015 to 25 Oct 2016)
• Aoife Mary Glassman

  IRN AMP01154

  • CF30 Customer (1 Nov 2007 to 12 Jun 2009)
  • CF21 Investment Adviser (9 Oct 2006 to 31 Oct 2007)
• Asa Ryan Cardiff

  IRN ARC01157

  • CF30 Customer (29 Mar 2010 to 12 Apr 2012)
• Ashley Michael Kissick

  IRN AMK01117

  • CF30 Customer (31 Jul 2017 to 3 Dec 2019)
• Austin Patrick Flood

  IRN AXF00007

  • 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 7 Sep 2022)
  • [FCA CF] Client dealing (since 7 Sep 2022)
• Ayman Abouzaid

  IRN AXA00874

  • [FCA CF] Client dealing (since 27 Jun 2023)
• Bahador Mahvelati

  IRN BXM00504

  • SMF24 Chief Operations (since 19 May 2025)
  • [FCA CF] Manager of certification employee (7 Apr 2025 to 18 May 2025)
  • [FCA CF] Significant management (18 Mar 2025 to 18 May 2025)
• Baljinder Singh Mann

  IRN BSM01012

  • CF30 Customer (29 Mar 2010 to 8 Dec 2019)
• Barrie Frank Johnson

  IRN BFJ00001

  • CF21 Investment Adviser (1 Dec 2001 to 20 Oct 2006)

No changes recorded yet.