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

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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.

• 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.

• Claire Carlin

  IRN CXC00687

  • [FCA CF] Manager of certification employee (since 18 May 2023)
  • [FCA CF] Client dealing (since 18 May 2023)
• Claire Jukes

  IRN CXJ00262

  • [FCA CF] Manager of certification employee (18 May 2023 to 4 Nov 2024)
  • [FCA CF] Client dealing (18 May 2023 to 4 Nov 2024)
• Claire LaRue

  IRN CXL01341

  • CF30 Customer (21 Apr 2010 to 11 Oct 2016)
• Claire Roberts

  IRN CXR00179

  • [FCA CF] Functions requiring qualifications (11 Jan 2023 to 4 Jul 2025)
  • [FCA CF] Client dealing (11 Jan 2023 to 4 Jul 2025)
• Clare Farrell

  IRN CXL00071

  • CF30 Customer (16 Apr 2010 to 19 Apr 2013)
• Clare Hamilton

  IRN CXH00449

  • [FCA CF] Manager of certification employee (31 Mar 2023 to 13 Jan 2025)
  • [FCA CF] Client dealing (31 Mar 2023 to 13 Jan 2025)
• Clare Hough

  IRN CXH00811

  • [FCA CF] Client dealing (since 23 Dec 2024)
• Clifford James Jacobs

  IRN CJJ00004

  • CF30 Customer (7 Jul 2014 to 3 Apr 2017)
• Clinton Reynolds

  IRN CXR00558

  • [FCA CF] Client dealing (since 8 Aug 2024)
• Clive Barwell

  IRN CXB00138

  • CF21 Investment Adviser (6 Mar 2003 to 13 Feb 2004)
  • CF22 Investment Adviser (Trainee) (18 Nov 2002 to 6 Mar 2003)

No changes recorded yet.