Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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
    • · 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

    Show 1 limitation
    • · ”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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Alan Craig

    IRN AXC00007

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)
  • Alan Hobby

    IRN ARH01086

    • CF21 Investment Adviser (9 May 2002 to 28 Feb 2003)
    • CF22 Investment Adviser (Trainee) (14 Dec 2001 to 9 May 2002)
  • Alan John George Morley

    IRN AJM00043

    • CF30 Customer (1 Nov 2007 to 16 Jun 2009)
    • CF21 Investment Adviser (6 Oct 2006 to 31 Oct 2007)
  • Alan John Stone

    IRN AJS00022

    • CF30 Customer (16 Apr 2010 to 13 Dec 2011)
  • Alan Malcolm Moss

    IRN AXM00021

    • CF30 Customer (31 Jul 2014 to 8 Dec 2019)
  • Alan Michael Butler

    IRN AMB00002

    • CF21 Investment Adviser (1 Dec 2001 to 1 Feb 2002)
  • Alan Paul Walsgrove

    IRN APW01111

    • CF30 Customer (29 Mar 2010 to 22 Nov 2013)
  • Alan Reid

    IRN AXR00004

    • CF30 Customer (1 Nov 2007 to 16 Jun 2009)
    • CF21 Investment Adviser (6 Oct 2006 to 31 Oct 2007)
  • Alan Reid

    IRN AXR00126

    • CF21 Investment Adviser (1 Dec 2001 to 3 Dec 2004)
  • Alan Roberts

    IRN AXR00121

    • CF30 Customer (18 Aug 2015 to 7 Jul 2016)
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Recent activity

Updates to this firm's record on the FCA register.

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