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.

• David Victor Hartley

  IRN DVH00007

  • CF30 Customer (24 Mar 2010 to 8 Oct 2013)
• David Villa-Clarke

  IRN DVC00004

  • CF30 Customer (27 Jul 2010 to 6 Nov 2014)
• David William Turnbull

  IRN DWT00009

  • CF21 Investment Adviser (25 Jun 2002 to 26 Jun 2005)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Jun 2002)
• David Wong

  IRN DXW00628

  • [FCA CF] Client dealing (since 27 Jun 2023)
• Dawn Ivy Hawkins

  IRN DIA00005

  • CF30 Customer (1 Nov 2007 to 22 Jul 2015)
  • CF22 Investment Adviser (Trainee) (5 Jul 2007 to 31 Oct 2007)
• Dawn Staples

  IRN DXS00213

  • CF30 Customer (10 Jun 2014 to 26 Feb 2015)
• Dean Andrew Bowen

  IRN DAB01190

  • CF21 Investment Adviser (31 Jul 2002 to 25 Apr 2003)
  • CF22 Investment Adviser (Trainee) (1 Feb 2002 to 31 Jul 2002)
• Deane Bruce Webster

  IRN DBW01047

  • CF30 Customer (24 Mar 2010 to 14 Oct 2011)
• Debbie Parry-Jones

  IRN DXP00511

  • [FCA CF] Client dealing (since 30 May 2023)
  • [FCA CF] Manager of certification employee (since 30 May 2023)
• Deborah Farrar

  IRN DXF00355

  • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
  • 17. Administrative functions in relation to managing investments
  • 16. Safeguarding and administering investments or holding client money
  • [FCA CF] Manager of certification employee (since 23 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 23 Jun 2025)

No changes recorded yet.