Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 weeks ago
Watch for changes

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.

  • Clive Edward Scott-Hopkins

    IRN CES00004

    • CF1 Director (1 Dec 2001 to 13 Jul 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 18 May 2006)
  • Clive Sidney Tuckett

    IRN CST00003

    • CF21 Investment Adviser (9 May 2002 to 4 Aug 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 9 May 2002)
  • Colin David Milne

    IRN CDM00019

    • CF30 Customer (18 Jan 2008 to 18 Jul 2008)
  • Colin Edward Deare

    IRN CED00002

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Mar 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Mar 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (25 Jul 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Mar 2002 to 25 Jul 2002)
  • Colin George Alexander Glass

    IRN CGG00009

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)
  • Colin Gervase Ransom

    IRN CGR00006

    • CF30 Customer (21 Apr 2010 to 6 May 2011)
  • Colin Hayden-Cook

    IRN CXH00009

    • [FCA CF] Functions requiring qualifications (13 Jul 2021 to 3 Apr 2023)
    • [FCA CF] Client dealing (13 Jul 2021 to 3 Apr 2023)
  • Colin Ian Monton

    IRN CIM01020

    • CF30 Customer (2 Apr 2013 to 23 Jun 2014)
  • Colin John Marshall

    IRN CJM00021

    • CF30 Customer (8 Sep 2010 to 3 Jun 2011)
  • Colin John Taplin

    IRN CJT01115

    • CF30 Customer (23 Jun 2011 to 24 Dec 2015)
Show more

Recent activity

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

No changes recorded yet.