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.

• Christopher Cole

  IRN CXC01334

  • CF30 Customer (1 Nov 2007 to 19 Sep 2016)
  • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
• Christopher Daniel Putland

  IRN CDP01060

  • CF30 Customer (29 Mar 2010 to 22 Mar 2013)
• Christopher David Middleton

  IRN CDM01061

  • CF1 Director (6 Sep 2007 to 20 Jun 2014)
• Christopher Harold Jones

  IRN CHJ00006

  • CF22 Investment Adviser (Trainee) (29 Oct 2002 to 20 Dec 2002)
• Christopher Henderson

  IRN CAH01248

  • CF30 Customer (19 Dec 2016 to 8 Dec 2019)
• Christopher Hugh Hallam

  IRN CHH01050

  • CF30 Customer (14 Feb 2018 to 14 May 2019)
• Christopher Hughes

  IRN CXH01537

  • [FCA CF] Client dealing (since 18 May 2023)
• Christopher Ian Gardner

  IRN CIG01011

  • CF30 Customer (15 Feb 2013 to 10 Jul 2015)
• Christopher Ian Wood

  IRN CIW00003

  • CF21 Investment Adviser (1 Dec 2001 to 6 Jul 2007)
• Christopher James Morris McLeod

  IRN CJM01472

  • CF30 Customer (30 Aug 2018 to 14 Nov 2019)

No changes recorded yet.