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 James Yardley

  IRN CJY01017

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • 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] Client dealing (since 2 Mar 2022)
  • [FCA CF] Functions requiring qualifications (since 2 Mar 2022)
• Christopher Jeremy Moss

  IRN CJM00008

  • CF21 Investment Adviser (19 Jun 2002 to 26 Mar 2003)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 19 Jun 2002)
• Christopher John Copley

  IRN CJC01281

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2023)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2023)
  • CF30 Customer (9 Dec 2015 to 8 Dec 2019)
• Christopher John Flux

  IRN CJF01126

  • CF30 Customer (4 Mar 2008 to 9 Jun 2009)
• Christopher John Kenny

  IRN CJK01016

  • SMF18 Other Overall Responsibility (since 3 May 2024)
  • [FCA CF] Manager of certification employee (7 Jun 2022 to 3 May 2024)
  • [FCA CF] Significant management (1 Jan 2021 to 3 May 2024)
• Christopher Jon Pell

  IRN CJP01190

  • [FCA CF] Material risk taker (since 1 Oct 2024)
  • Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
• Christopher Jonathan Jane

  IRN CJJ00017

  • CF30 Customer (1 Nov 2007 to 11 Sep 2008)
  • CF21 Investment Adviser (7 Sep 2007 to 31 Oct 2007)
• Christopher Julian Wilmot Griffiths

  IRN CJG00007

  • CF21 Investment Adviser (1 Dec 2001 to 5 Mar 2007)
• Christopher Kevin Woodhouse

  IRN CKW00005

  • SMF1 Chief Executive (9 Dec 2019 to 14 Aug 2023)
  • SMF3 Executive Director (9 Dec 2019 to 14 Aug 2023)
  • Responsible for Insurance Distribution (1 Oct 2018 to 16 Dec 2020)
  • Responsibility for MCD Intermediation (30 Oct 2017 to 14 Aug 2023)
  • Responsible for Insurance Mediation (26 Oct 2017 to 30 Sep 2018)
  • CF1 Director (30 Sep 2017 to 8 Dec 2019)
  • CF3 Chief Executive (30 Sep 2017 to 8 Dec 2019)
• Christopher Lloyd Hill

  IRN CLH01101

  • CF30 Customer (20 Aug 2014 to 11 Dec 2018)

No changes recorded yet.