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.

• Edward St Clair Kellaway

  IRN ESK00002

  • CF21 Investment Adviser (1 Dec 2001 to 29 Dec 2002)
• Edward Thomas Clark

  IRN ETC00002

  • CF30 Customer (2 Sep 2010 to 7 Jan 2015)
• Edward Trotter

  IRN EXT00172

  • [FCA CF] Client dealing (since 28 Jun 2023)
• Edward William Farmer

  IRN EWF00003

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
• Elaine Collins

  IRN EXC00287

  • [FCA CF] Client dealing (since 18 May 2023)
• Elaine Robertson

  IRN EXR00179

  • [FCA CF] Client dealing (since 18 May 2023)
• Elen Davies-Kay

  IRN EXD01186

  • CF30 Customer (10 Oct 2012 to 22 Jan 2015)
• Eliana Magdalene Sydes

  IRN EMS01072

  • CF30 Customer (15 Jan 2013 to 8 Dec 2019)
• Eline Marie Lofgren Skeide

  IRN EML01022

  • [FCA CF] Significant management (25 Jan 2021 to 19 Aug 2022)
• Elinor Lydia Bantock

  IRN ELB01074

  • [FCA CF] Client dealing (9 Dec 2019 to 27 Nov 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Nov 2023)
  • CF30 Customer (14 Dec 2016 to 8 Dec 2019)

No changes recorded yet.