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.

• Adrian Dominic Hanger

  IRN ADH01127

  • CF30 Customer (29 Mar 2010 to 9 Dec 2013)
• Adrian Hamblin

  IRN AXH00059

  • CF30 Customer (1 Nov 2007 to 1 Feb 2017)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Adrian Jack Singer

  IRN AJS00087

  • CF22 Investment Adviser (Trainee) (19 Sep 2003 to 25 Aug 2004)
• Adrian James Kemp

  IRN AJK01108

  • CF21 Investment Adviser (16 Jun 2005 to 30 Nov 2005)
  • CF22 Investment Adviser (Trainee) (11 Jul 2003 to 8 Jun 2005)
• Adrian John Bethell

  IRN AJB00074

  • CF30 Customer (1 Nov 2007 to 1 Jun 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Adrian Nicholas Staddon

  IRN ANS00004

  • CF22 Investment Adviser (Trainee) (19 Mar 2003 to 19 Dec 2003)
• Adrian Simon Cross

  IRN ASC00008

  • [FCA CF] Client dealing (15 Jun 2023 to 18 Feb 2026)
• Adrian Swain Stokes

  IRN ASS00005

  • [FCA CF] Client dealing (9 Dec 2019 to 19 Mar 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Mar 2024)
  • CF30 Customer (18 Jun 2014 to 8 Dec 2019)
• Akpofure Enamejewa

  IRN AXE00326

  • [FCA CF] Client dealing (since 5 Nov 2025)
• Alan Barral

  IRN AXB03184

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Jan 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 14 Jan 2023)
  • CF30 Customer (28 Mar 2018 to 8 Dec 2019)

No changes recorded yet.