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.

• Darren Alistair Steadman

  IRN DAS01279

  • CF30 Customer (8 May 2017 to 4 Dec 2018)
• Darren Brian Godfrey

  IRN DBG00002

  • CF30 Customer (1 Nov 2007 to 28 Jan 2013)
  • CF21 Investment Adviser (18 Apr 2002 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (18 Apr 2002 to 18 Apr 2002)
• Darren Lloyd Thomas

  IRN DLT00014

  • CF21 Investment Adviser (1 Dec 2005 to 10 Nov 2006)
  • CF22 Investment Adviser (Trainee) (9 Feb 2005 to 1 Dec 2005)
• Darren Martin Chaplin

  IRN DMC01084

  • CF30 Customer (1 Nov 2007 to 23 Aug 2016)
  • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
• Darren Moore

  IRN DXM00893

  • [FCA CF] Manager of certification employee (since 18 May 2023)
  • [FCA CF] Client dealing (since 18 May 2023)
• Darren Paul White

  IRN DPW00010

  • CF21 Investment Adviser (1 Dec 2001 to 14 Oct 2004)
• Darren Roy Smith

  IRN DRS01108

  • 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 2 Jan 2025)
  • [FCA CF] Functions requiring qualifications (since 12 Dec 2024)
  • [FCA CF] Client dealing (since 12 Dec 2024)
• Darren Thomas Ford

  IRN DTH00006

  • CF30 Customer (1 Nov 2007 to 7 Jun 2011)
  • CF21 Investment Adviser (23 Sep 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (16 Jun 2003 to 20 Sep 2004)
• Darryll Eric William Connor

  IRN DEC00002

  • CF30 Customer (1 Nov 2007 to 20 May 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• David Alan Dodgson

  IRN DAD00010

  • CF30 Customer (1 Nov 2007 to 2 Sep 2016)
  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)

No changes recorded yet.