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

  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

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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.

• Gavin MacKinnon

  IRN GXM02147

  • [FCA CF] Functions requiring qualifications (4 Oct 2022 to 31 May 2024)
  • [FCA CF] Client dealing (4 Oct 2022 to 31 May 2024)
• Gavin Robert Doodson

  IRN GRD00019

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 1 Feb 2002)
• Gavin Trevor Tansey

  IRN GXT00011

  • 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 20 Feb 2023)
  • [FCA CF] Functions requiring qualifications (since 20 Feb 2023)
• Gaynor Gillespie

  IRN GXG01716

  • CF29 Significant management (14 Mar 2018 to 4 Sep 2018)
• Gemma Darcy

  IRN GLD01024

  • CF30 Customer (23 Jul 2013 to 5 Sep 2014)
• Gemma Davis

  IRN GXR01277

  • [FCA CF] Client dealing (since 18 Mar 2024)
• Gemma Denise Helliwell

  IRN GDD01023

  • 11. Pension transfer specialist
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Manager of certification employee (since 1 Jul 2025)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (27 Dec 2013 to 8 Dec 2019)
• Gemma Law

  IRN GXL01306

  • CF30 Customer (1 Nov 2007 to 13 Dec 2007)
  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
• Geoffrey Charles Grounds

  IRN GCG00003

  • CF30 Customer (1 Nov 2007 to 29 Aug 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Geoffrey Ralph

  IRN GXR01177

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

No changes recorded yet.