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.

• Douglas Russell John Rodman

  IRN DRR01082

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Sep 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 7 Sep 2022)
  • CF30 Customer (15 Feb 2019 to 8 Dec 2019)
• Drew Brooks

  IRN DXB00841

  • [FCA CF] Client dealing (since 18 May 2023)
• Duncan Charles George Ratley

  IRN DCR00006

  • CF21 Investment Adviser (22 Apr 2004 to 9 May 2006)
  • CF22 Investment Adviser (Trainee) (8 Jul 2003 to 22 Apr 2004)
• Duncan George Robin Ferguson

  IRN DGF01023

  • CF2 Non Executive Director (26 Nov 2004 to 3 May 2006)
  • CF16 Significant Mgt (Desgntd Investment Business) (6 Sep 2004 to 25 Nov 2004)
• Duncan Graham Milne

  IRN DGM00014

  • CF21 Investment Adviser (1 Dec 2001 to 28 Sep 2007)
• Duncan Keith Gregory

  IRN DKG01012

  • CF30 Customer (19 Jan 2010 to 2 May 2014)
• Duncan Love

  IRN DXL00169

  • [FCA CF] Client dealing (since 25 Sep 2025)
  • [FCA CF] Manager of certification employee (24 Jan 2024 to 8 Nov 2024)
  • [FCA CF] Client dealing (31 Mar 2023 to 8 Nov 2024)
• Duncan Paul Mitchell

  IRN DPM00018

  • CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 24 Sep 2004)
• Duncan Robert Arthur

  IRN DRA01078

  • [FCA CF] Client dealing (23 May 2023 to 10 Mar 2026)
  • [FCA CF] Functions requiring qualifications (23 May 2023 to 10 Mar 2026)
• Duncan Robert Horner

  IRN DXH00009

  • CF30 Customer (1 Nov 2007 to 29 Jan 2015)
  • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)

No changes recorded yet.