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.

• Barry John Stewart

  IRN BJS00033

  • CF30 Customer (18 Aug 2015 to 31 Dec 2017)
• Barry Neville Austin Womersley

  IRN BNW00006

  • CF30 Customer (1 Nov 2007 to 31 May 2009)
  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
• Barry Peter McGowan

  IRN BPM00004

  • CF30 Customer (6 Dec 2007 to 17 Jan 2018)
• Barry Robert Davidson

  IRN BRD00008

  • [FCA CF] Manager of certification employee (31 Jan 2023 to 31 Dec 2025)
  • [FCA CF] Client dealing (13 May 2020 to 31 Dec 2025)
  • [FCA CF] Functions requiring qualifications (13 May 2020 to 31 Dec 2025)
• Ben Cable

  IRN BRC01035

  • 17. Administrative functions in relation to managing investments
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Ben Gibson

  IRN BXG01516

  • 11. Pension transfer specialist
  • 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] Manager of certification employee (since 31 Dec 2024)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (7 Sep 2017 to 8 Dec 2019)
• Ben Molineux

  IRN BXM01823

  • CF30 Customer (9 Dec 2016 to 9 Aug 2017)
• Benjamin Alan Lancaster

  IRN BAL01045

  • CF30 Customer (28 Jul 2016 to 8 Dec 2019)
• Benjamin Charles Brinkley-Everard

  IRN BCB01039

  • CF30 Customer (16 Apr 2010 to 1 Oct 2010)
• Benjamin Edward Jenner

  IRN BEJ01012

  • CF22 Investment Adviser (Trainee) (13 Jun 2002 to 18 Jul 2003)

No changes recorded yet.