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.

• Emma Gibson

  IRN EXG00190

  • [FCA CF] Client dealing (since 18 May 2023)
• Emma Jane Langrish

  IRN EJL01079

  • 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 12 Jun 2020)
  • [FCA CF] Client dealing (since 12 Jun 2020)
  • CF30 Customer (24 Aug 2018 to 8 Dec 2019)
• Emma Louise Carrigan

  IRN ELC01023

  • CF21 Investment Adviser (30 Dec 2004 to 11 Mar 2005)
• Emma Louise Doherty

  IRN EXD00202

  • [FCA CF] Client dealing (13 Aug 2024 to 2 Jan 2026)
• Emma Louise Falconer

  IRN ELF01013

  • CF30 Customer (21 Jul 2016 to 8 Jan 2019)
• Emma Louise Sterland

  IRN ELB01020

  • 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)
  • SMF18 Other Overall Responsibility (since 25 Apr 2024)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Material risk taker (20 Aug 2025 to 14 Oct 2025)
  • [FCA CF] Manager of certification employee (1 Jan 2021 to 25 Apr 2024)
  • [FCA CF] Significant management (23 Oct 2020 to 25 Apr 2024)
  • CF30 Customer (28 Jul 2017 to 8 Dec 2019)
• Emma Lythgoe-McNulty

  IRN ELL00001

  • CF30 Customer (1 Nov 2007 to 4 Apr 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Emma Plumpton

  IRN EXP00295

  • [FCA CF] Client dealing (since 12 Jun 2025)
• Eric Geoffrey Unwin

  IRN EGU01001

  • CF2 Non Executive Director (19 May 2014 to 1 Aug 2016)
• Eric John Paddock

  IRN EJP00002

  • CF21 Investment Adviser (1 Dec 2001 to 31 Mar 2002)

No changes recorded yet.