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.

• Alex Nicklin

  IRN ACN01034

  • CF30 Customer (18 Jun 2014 to 25 Nov 2019)
• Alexander Cameron Tait

  IRN AXT00595

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 18 Jun 2025)
  • [FCA CF] Client dealing (since 18 Jun 2025)
• Alexander George Dunn

  IRN AGD01062

  • CF30 Customer (14 Dec 2016 to 14 Jul 2017)
• Alexander Gersh

  IRN AXG01048

  • SMF3 Executive Director (since 27 Jun 2025)
  • SMF2 Chief Finance (since 27 Jun 2025)
• Alexander Gordan Houston Bowden

  IRN AGB01086

  • [FCA CF] Material risk taker (since 9 Oct 2025)
• Alexander James Hall

  IRN AJH01697

  • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2022)
  • CF30 Customer (22 Jun 2018 to 8 Dec 2019)
• Alexander James Hatfield

  IRN AJH00006

  • CF30 Customer (1 Nov 2007 to 25 Apr 2014)
  • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
• Alexander Murphy

  IRN AXM01874

  • [FCA CF] Client dealing (18 May 2023 to 7 Sep 2023)
• Alexander Norman Dalgleish

  IRN AND01012

  • CF30 Customer (1 Nov 2007 to 5 Nov 2007)
  • CF21 Investment Adviser (24 Aug 2007 to 31 Oct 2007)
• Alexander Philip Valvassura

  IRN APV00004

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (25 Sep 2015 to 8 Dec 2019)

No changes recorded yet.