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.

• Gaius Trefor Griffith Jones

  IRN GTJ00006

  • CF1 Director (11 Mar 2010 to 4 Mar 2013)
  • CF30 Customer (1 Nov 2007 to 19 Aug 2013)
  • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
• Gareth Cheetham

  IRN GXC00482

  • [FCA CF] Client dealing (30 May 2023 to 4 Mar 2024)
  • [FCA CF] Manager of certification employee (30 May 2023 to 4 Mar 2024)
• Gareth Davies

  IRN GXD00316

  • [FCA CF] Client dealing (18 May 2023 to 28 Oct 2025)
• Gareth John Lewis

  IRN GJL01035

  • [FCA CF] Manager of certification employee (1 Jan 2021 to 31 Dec 2021)
  • CF1 Director (2 Aug 2016 to 7 Mar 2017)
• Gareth Lyttle

  IRN GXL01336

  • 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] Client dealing (since 18 Oct 2023)
  • [FCA CF] Functions requiring qualifications (since 18 Oct 2023)
• Gareth Matthew Sawyer

  IRN GMS00029

  • [FCA CF] Functions requiring qualifications (22 Nov 2021 to 1 Apr 2026)
  • [FCA CF] Manager of certification employee (22 Nov 2021 to 1 Apr 2026)
  • [FCA CF] Client dealing (22 Nov 2021 to 1 Apr 2026)
• Gareth O'Reilly

  IRN GXO00065

  • 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 30 Mar 2026)
  • [FCA CF] Client dealing (since 30 Mar 2026)
• Gareth Roberts

  IRN GXR00033

  • CF30 Customer (13 Jun 2012 to 30 Sep 2014)
• Garry Higgins

  IRN GXH00026

  • CF21 Investment Adviser (1 Dec 2001 to 15 Sep 2005)
• Garry Mark Appleton

  IRN GMA00003

  • CF1 Director (2 Aug 2016 to 31 Jul 2017)
  • CF11 Money Laundering Reporting (10 Jul 2014 to 31 Jul 2017)
  • CF10 Compliance Oversight (10 Jul 2014 to 31 Jul 2017)

No changes recorded yet.