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

  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.

• Bryn Matthew Robinson

  IRN BMR01019

  • CF30 Customer (12 Jun 2014 to 6 Mar 2015)
• CHRISTOPHER JAMES DAVIES

  IRN CJD01215

  • [FCA CF] Functions requiring qualifications (20 Dec 2022 to 1 Mar 2024)
  • [FCA CF] Client dealing (20 Dec 2022 to 1 Mar 2024)
• Caitlin O'Neill

  IRN CXO00175

  • [FCA CF] Client dealing (since 12 Jul 2023)
• Callum McGuire

  IRN CXM00943

  • [FCA CF] Client dealing (7 Sep 2023 to 8 Sep 2025)
• Callum Ogden

  IRN CXO07908

  • 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 21 Aug 2024)
  • [FCA CF] Functions requiring qualifications (since 9 Aug 2023)
  • [FCA CF] Client dealing (since 9 Aug 2023)
• Calum Ian Georgeson

  IRN CXG00303

  • [FCA CF] Client dealing (since 12 Dec 2024)
• Calvin Thiara

  IRN CXT00413

  • [FCA CF] Client dealing (18 May 2023 to 10 Oct 2025)
• Candace May Pennington

  IRN CMP00004

  • CF21 Investment Adviser (1 Dec 2001 to 21 Dec 2001)
• Carl Green

  IRN CXG13756

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (16 Apr 2019 to 8 Dec 2019)
• Carl Ian Crossfield

  IRN CIC01022

  • CF30 Customer (16 Apr 2010 to 29 Nov 2013)

No changes recorded yet.