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.

• Francis Canavan

  IRN FXC00139

  • [FCA CF] Client dealing (since 18 May 2023)
• Francis Wellsbury

  IRN FXW00073

  • [FCA CF] Manager of certification employee (since 18 Oct 2022)
• Frank Tunstall

  IRN FAT00003

  • CF30 Customer (27 Nov 2013 to 29 Aug 2014)
• Fraser Menzies Boyd Irvine

  IRN FMI01002

  • CF30 Customer (16 Apr 2010 to 30 Jun 2014)
• Frederick John Lovejoy

  IRN FJL00001

  • CF21 Investment Adviser (1 Dec 2001 to 10 Mar 2004)
• Frederick William McNabb III

  IRN FXM00066

  • Director of firm who is not a certification employee or a SMF manager (19 Jan 2021 to 18 Nov 2022)
• Furrakh Inam

  IRN FXI01023

  • CF30 Customer (1 Nov 2007 to 21 May 2008)
  • CF21 Investment Adviser (29 Aug 2007 to 31 Oct 2007)
• GERALD MICHAEL NOLAN CORBETT

  IRN GMC01151

  • CF2 Non Executive Director (17 Jun 2011 to 14 Apr 2014)
• Gabriela Helen Turner

  IRN GHS01046

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Apr 2025)
  • [FCA CF] Client dealing (since 9 Apr 2025)
• Gagandeep Singh Hans

  IRN GSH01037

  • CF30 Customer (16 Apr 2010 to 22 Jun 2010)

No changes recorded yet.