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

  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.

• 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.

• David Brown

  IRN DXB01640

  • [FCA CF] Client dealing (since 18 May 2023)
• David Bruce Gunnersen

  IRN DBG00006

  • CF21 Investment Adviser (1 Dec 2001 to 31 May 2002)
• David Bull

  IRN DJB01453

  • CF30 Customer (1 Nov 2007 to 10 Feb 2012)
  • CF21 Investment Adviser (3 Sep 2007 to 31 Oct 2007)
• David Charles Bywater

  IRN DCB00012

  • CF30 Customer (26 Aug 2015 to 18 Apr 2016)
• David Charles Turner

  IRN DCT00013

  • CF21 Investment Adviser (1 Dec 2001 to 28 May 2002)
• David Cobb

  IRN DMC01075

  • Director of firm who is not a certification employee or a SMF manager (4 Jun 2021 to 21 Jun 2024)
  • SMF3 Executive Director (4 Dec 2020 to 4 Jun 2021)
• David Corino Michael Sweetman

  IRN DCS00026

  • CF21 Investment Adviser (17 Oct 2002 to 9 Nov 2006)
  • CF22 Investment Adviser (Trainee) (28 Mar 2002 to 17 Oct 2002)
• David Cummins

  IRN DXC00058

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2024)
  • CF30 Customer (23 Aug 2016 to 8 Dec 2019)
• David Douglas Percy

  IRN DDP01018

  • CF1 Director (4 Oct 2006 to 1 Aug 2016)
• David Duncan Mackay

  IRN DDM01022

  • CF30 Customer (1 Nov 2007 to 13 May 2008)
  • CF21 Investment Adviser (7 Sep 2007 to 31 Oct 2007)

No changes recorded yet.