Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 weeks ago
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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.

  • David Malcolm Allan

    IRN DMA01083

    • [FCA CF] Functions requiring qualifications (28 Sep 2022 to 27 Feb 2026)
    • [FCA CF] Client dealing (28 Sep 2022 to 27 Feb 2026)
  • David Mills

    IRN DXM00054

    • CF30 Customer (30 May 2013 to 29 Mar 2016)
  • David Neil Firth

    IRN DNF00006

    • CF30 Customer (27 Jun 2014 to 9 May 2018)
  • David Nelson

    IRN DXN01136

    • CF30 Customer (1 Nov 2007 to 12 Dec 2012)
    • CF21 Investment Adviser (5 Sep 2007 to 31 Oct 2007)
  • David Neville Brown

    IRN DNB01047

    • CF30 Customer (30 Mar 2010 to 22 Mar 2011)
  • David Nuttall

    IRN DXN00015

    • CF30 Customer (1 Nov 2007 to 1 Jul 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • David Paul Horowitz

    IRN DPH01123

    • CF30 Customer (11 Nov 2015 to 3 Nov 2017)
  • David Paul Noblett

    IRN DPN00004

    • CF30 Customer (1 Nov 2007 to 30 Dec 2011)
    • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
  • David Peter Durrant

    IRN DPD01052

    • CF30 Customer (22 Aug 2016 to 26 Sep 2019)
  • David Philip Smith

    IRN DPS01167

    • CF1 Director (3 Aug 2016 to 28 Jul 2017)
    • CF29 Significant management (5 Nov 2015 to 28 Jul 2017)
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Recent activity

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

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