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.

• Catherine Martha Glennon

  IRN CMG00004

  • 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 8 Aug 2022)
  • [FCA CF] Client dealing (since 8 Aug 2022)
• Cecil Towry Henry Law

  IRN CTL00002

  • CF1 Director (1 Dec 2001 to 30 Sep 2003)
• Celia Agudin Mora

  IRN CXA00296

  • [FCA CF] Client dealing (since 18 May 2023)
• Cenk Akdeniz

  IRN CXA00274

  • [FCA CF] Client dealing (8 Dec 2022 to 15 Nov 2024)
  • [FCA CF] Functions requiring qualifications (8 Dec 2022 to 15 Nov 2024)
• Charanjit Singh Kooner

  IRN CSK01027

  • CF30 Customer (17 Dec 2016 to 24 Nov 2017)
• Charles Cavendish

  IRN CXC01690

  • CF30 Customer (24 Mar 2010 to 20 Jun 2012)
• Charles Edward Robertson Blackwell

  IRN CEB01080

  • CF30 Customer (24 Mar 2010 to 8 Dec 2019)
• Charles Henry Levett-Scrivener

  IRN CHL00002

  • CF21 Investment Adviser (1 Dec 2001 to 25 May 2004)
  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 6 Jun 2006)
• Charles Henry Smith

  IRN CHS00004

  • CF30 Customer (1 Nov 2007 to 9 Dec 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Charles Jonathan Maxwell Coade

  IRN CJC01265

  • [FCA CF] Client dealing (9 Dec 2019 to 25 Jun 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Jun 2021)
  • CF30 Customer (3 Jun 2016 to 8 Dec 2019)

No changes recorded yet.