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.

• Chloe Armstrong

  IRN CXH00761

  • [FCA CF] Client dealing (since 19 Feb 2024)
• Chris James Francis Littlefair

  IRN CXL00013

  • [FCA CF] Functions requiring qualifications (23 Aug 2021 to 14 Dec 2022)
  • [FCA CF] Client dealing (23 Aug 2021 to 14 Dec 2022)
• Christian James Ward

  IRN CJW01181

  • [FCA CF] Client dealing (6 Jun 2023 to 22 Jul 2025)
  • [FCA CF] Functions requiring qualifications (6 Jun 2023 to 22 Jul 2025)
• Christine Anne Vary

  IRN CAW00051

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Dec 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 26 Dec 2024)
  • CF30 Customer (19 Oct 2012 to 8 Dec 2019)
• Christine Brown

  IRN CXB00804

  • [FCA CF] Client dealing (since 18 May 2023)
• Christine Holland

  IRN CXH00665

  • [FCA CF] Client dealing (24 May 2023 to 30 Apr 2025)
• Christine Lau

  IRN CCC01037

  • [FCA CF] Client dealing (since 18 May 2023)
• Christopher Andrew Iles

  IRN CAI01022

  • 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 23 Oct 2023)
  • [FCA CF] Functions requiring qualifications (since 23 Oct 2023)
• Christopher Brian Guyver

  IRN CBG01021

  • CF30 Customer (16 Apr 2010 to 6 Feb 2012)
• Christopher Brian Legg

  IRN CBL01015

  • CF30 Customer (26 Mar 2010 to 28 Oct 2011)

No changes recorded yet.