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.

• Colin Rowse

  IRN CXR00026

  • CF21 Investment Adviser (1 Dec 2001 to 19 Aug 2002)
• Colin Whitson

  IRN CXW00391

  • [FCA CF] Functions requiring qualifications (8 Dec 2021 to 22 Nov 2024)
  • [FCA CF] Client dealing (8 Dec 2021 to 22 Nov 2024)
• Colin William Prescott

  IRN CWP00005

  • CF21 Investment Adviser (5 Jan 2005 to 26 Mar 2007)
• Colum Blackwood

  IRN CXB00803

  • [FCA CF] Client dealing (18 May 2023 to 15 Oct 2024)
• Corinne Spencer

  IRN CXS01521

  • CF1 Director (13 Sep 2004 to 10 Oct 2005)
• Craig Allan Barraclough

  IRN CAB01239

  • CF30 Customer (15 Jun 2011 to 16 May 2014)
• Craig Brian Routledge

  IRN CBR01028

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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 Jul 2021)
  • [FCA CF] Functions requiring qualifications (since 2 Jul 2021)
• Craig Cameron Dowsett

  IRN CCD01051

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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 11 Jul 2023)
  • [FCA CF] Functions requiring qualifications (since 11 Jul 2023)
• Craig Paul De Jong

  IRN CPD01050

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 22 Sep 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (18 May 2017 to 8 Dec 2019)
• Craig Richard Stokes

  IRN CRS00033

  • [FCA CF] Manager of certification employee (25 Jan 2024 to 31 May 2024)
  • [FCA CF] Client dealing (29 Mar 2023 to 31 May 2024)
  • [FCA CF] Functions requiring qualifications (29 Mar 2023 to 31 May 2024)

No changes recorded yet.