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.

• Alexander Ronald Bolton

  IRN ARB01272

  • CF30 Customer (23 Jun 2017 to 7 Oct 2019)
• Alexander Watson

  IRN AXW00836

  • [FCA CF] Client dealing (since 4 Jan 2024)
• Alexandra Lucy Jane Rickard

  IRN ALR01045

  • CF1 Director (4 Aug 2006 to 4 Jul 2014)
• Alfred Bennett

  IRN AXB00014

  • CF21 Investment Adviser (22 Apr 2002 to 30 Aug 2002)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Apr 2002)
• Alfred George Dines

  IRN AGD00017

  • CF21 Investment Adviser (1 Dec 2001 to 23 Apr 2004)
• Alice Hardisty

  IRN AXH00923

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

  IRN AXL00174

  • [FCA CF] Functions requiring qualifications (13 Oct 2023 to 5 Aug 2024)
  • [FCA CF] Client dealing (13 Oct 2023 to 5 Aug 2024)
• Alison Dean

  IRN ASM01183

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2025)
  • CF30 Customer (10 Oct 2019 to 8 Dec 2019)
• Alison Jane Marsh

  IRN AXP01464

  • CF21 Investment Adviser (4 May 2005 to 15 Sep 2006)
  • CF22 Investment Adviser (Trainee) (20 Jan 2004 to 27 Apr 2005)
• Alison Marsden

  IRN AXM01439

  • CF30 Customer (30 Mar 2010 to 16 Sep 2011)

No changes recorded yet.