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

  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.

• 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

  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.

• 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

  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.

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · ”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.

• Fergus McDonald

  IRN FXM00380

  • 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 7 Oct 2025)
  • [FCA CF] Client dealing (since 7 Oct 2025)
• Fiona Jayne Patterson

  IRN FJP00005

  • CF21 Investment Adviser (1 Dec 2001 to 27 Sep 2002)
• Fiona Leonard

  IRN FXL01128

  • CF30 Customer (19 Jan 2015 to 27 Jun 2016)
• Fiona Mary Reid Green

  IRN FMT00001

  • CF21 Investment Adviser (22 Mar 2002 to 31 Aug 2002)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Mar 2002)
• Fiona Oliver

  IRN FAO01003

  • CF30 Customer (22 Oct 2008 to 5 Sep 2016)
• Florence Bailey

  IRN FXB00115

  • 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] Client dealing (since 17 Mar 2022)
  • [FCA CF] Functions requiring qualifications (since 17 Mar 2022)
• Frame Alexander Broadfoot

  IRN FAB00003

  • CF30 Customer (23 Mar 2015 to 6 Aug 2018)
• Frances Sinclair

  IRN FXS00166

  • [FCA CF] Client dealing (15 Jun 2023 to 19 Dec 2024)
• Francesca Allard

  IRN FXA00092

  • 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] Client dealing (since 20 May 2022)
  • [FCA CF] Functions requiring qualifications (since 20 May 2022)
• Francis Adam Phillips

  IRN FXP00006

  • CF30 Customer (1 Nov 2007 to 21 Jan 2010)
  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)

No changes recorded yet.