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

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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.

• 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

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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.

• Beverly Leonard

  IRN BXL01133

  • CF22 Investment Adviser (Trainee) (11 Dec 2003 to 14 Nov 2004)
• Bhavika Patel

  IRN BXD01253

  • [FCA CF] Client dealing (9 Dec 2019 to 4 Oct 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Oct 2022)
  • CF30 Customer (29 May 2019 to 8 Dec 2019)
• Billy Blundell

  IRN BXB00365

  • [FCA CF] Client dealing (29 Apr 2024 to 17 Oct 2024)
  • [FCA CF] Functions requiring qualifications (29 Apr 2024 to 17 Oct 2024)
• Billy Mabberley

  IRN BXM00480

  • [FCA CF] Client dealing (since 4 Nov 2024)
• Bindesh Savjani

  IRN BXS01328

  • SMF16 Compliance Oversight (since 30 Aug 2024)
  • SMF4 Chief Risk (since 21 Nov 2023)
• Bobby John James Harrison

  IRN BJH00055

  • CF21 Investment Adviser (30 Nov 2004 to 26 Aug 2005)
  • CF22 Investment Adviser (Trainee) (1 Apr 2003 to 26 Nov 2004)
• Bonnie Murphy

  IRN BXM00408

  • 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] Client dealing (since 7 Oct 2025)
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2025)
  • [FCA CF] Client dealing (19 Sep 2023 to 8 Jan 2025)
• Bradley Mark Thompson

  IRN BMT01039

  • [FCA CF] Client dealing (2 Nov 2022 to 4 Mar 2025)
  • [FCA CF] Functions requiring qualifications (2 Nov 2022 to 4 Mar 2025)
• Brendan Scally

  IRN BXS18807

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Feb 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Feb 2022)
  • CF30 Customer (19 Aug 2019 to 8 Dec 2019)
• Breon Corcoran

  IRN BXC01481

  • CF2 Non Executive Director (2 Aug 2016 to 8 Dec 2019)

No changes recorded yet.