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 McVeigh

  IRN CXM00336

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Christopher Montague Grigg

  IRN CMG01047

  • SMF13 Chair of the Nominations Committee (since 16 Feb 2022)
  • SMF9 Chair of the Governing Body (since 16 Feb 2022)
  • Director of firm who is not a certification employee or a SMF manager (2 Aug 2021 to 26 Oct 2022)
• Christopher Nicolas Haworth-Booth

  IRN CNH00001

  • CF30 Customer (1 Nov 2007 to 9 Dec 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Christopher Nigel Colclough

  IRN CNC01047

  • [FCA CF] Client dealing (27 Jan 2023 to 14 Sep 2023)
  • [FCA CF] Functions requiring qualifications (27 Jan 2023 to 14 Sep 2023)
• Christopher Paul Hopkins

  IRN CXH16733

  • CF30 Customer (4 Jul 2019 to 8 Dec 2019)
• Christopher Paul Weetman

  IRN CPW00008

  • CF21 Investment Adviser (16 Sep 2003 to 31 Jul 2005)
  • CF22 Investment Adviser (Trainee) (17 Jun 2003 to 16 Sep 2003)
• Christopher Robert Donaldson

  IRN CRD00006

  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 1 Jul 2003)
• Christopher Ronald Down

  IRN CXD00037

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2022)
  • CF30 Customer (22 Feb 2013 to 8 Dec 2019)
• Christopher Roy Cameron Hunnisett

  IRN CRH01121

  • CF30 Customer (21 Sep 2012 to 15 Sep 2014)
• Christopher Stuart Davies

  IRN CSD01055

  • [FCA CF] Client dealing (9 Dec 2019 to 25 Apr 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Apr 2022)
  • CF30 Customer (18 Sep 2013 to 8 Dec 2019)

No changes recorded yet.