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.

• Deborah Jayne Cotton

  IRN DJG01235

  • CF30 Customer (9 Apr 2008 to 24 Apr 2012)
• Deborah Newsham

  IRN DXN01238

  • CF30 Customer (10 Jun 2014 to 19 Jan 2015)
• Declan Hewitt

  IRN DXH00877

  • [FCA CF] Client dealing (since 12 Dec 2024)
• Declan James Kirby

  IRN DXK21207

  • 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 29 Feb 2024)
  • [FCA CF] Functions requiring qualifications (since 29 Feb 2024)
• Declan Vincent Roughan

  IRN DVR00001

  • CF21 Investment Adviser (1 Dec 2001 to 20 Dec 2001)
• Denise Callagahan

  IRN DXC00667

  • [FCA CF] Client dealing (30 May 2023 to 31 Aug 2024)
  • [FCA CF] Manager of certification employee (30 May 2023 to 31 Aug 2024)
• Denise Mather

  IRN DXM02141

  • CF30 Customer (29 Oct 2008 to 8 Aug 2011)
• Derek Anderson

  IRN DXA01374

  • [FCA CF] Manager of certification employee (since 30 Jun 2025)
  • [FCA CF] Client dealing (since 1 Oct 2024)
• Derek Roy James

  IRN DRJ00009

  • CF21 Investment Adviser (1 Dec 2001 to 18 Jun 2003)
• Derek William John Pearson

  IRN DWP01044

  • CF30 Customer (4 Aug 2008 to 2 Dec 2013)

No changes recorded yet.