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

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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.

• Daniel Paul Sayer

  IRN DPS01107

  • CF30 Customer (24 Mar 2010 to 31 May 2012)
• Daniel Thomas Gray

  IRN DXG83863

  • 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 13 Feb 2023)
  • [FCA CF] Functions requiring qualifications (since 13 Feb 2023)
• Daniel Walker

  IRN DXW00455

  • [FCA CF] Significant management (16 Mar 2022 to 31 Mar 2025)
• Danielle Cecilia Pearce

  IRN DXP00501

  • [FCA CF] Manager of certification employee (29 May 2024 to 27 Sep 2024)
  • [FCA CF] Client dealing (29 May 2024 to 27 Sep 2024)
  • [FCA CF] Functions requiring qualifications (29 May 2024 to 27 Sep 2024)
• Daniyal Baig

  IRN DXB00856

  • [FCA CF] Client dealing (since 21 Jun 2023)
• Danny Meston

  IRN DXM00402

  • 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] Functions requiring qualifications (since 4 Dec 2020)
  • [FCA CF] Client dealing (since 4 Dec 2020)
• Daren James O'Toole

  IRN DJO00015

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 21 Sep 2022)
  • [FCA CF] Client dealing (since 12 Jul 2021)
  • [FCA CF] Functions requiring qualifications (since 12 Jul 2021)
• Darol Lucas

  IRN DXL00213

  • 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] Client dealing (since 24 Feb 2021)
  • [FCA CF] Functions requiring qualifications (since 24 Feb 2021)
• Darrell Keith Parsons

  IRN DKP00005

  • CF30 Customer (1 Nov 2007 to 16 Jun 2009)
  • CF21 Investment Adviser (6 Oct 2006 to 31 Oct 2007)
• Darrell Lee Dymond

  IRN DLD00001

  • CF21 Investment Adviser (1 Dec 2001 to 3 Mar 2003)

No changes recorded yet.