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.

• Gerald Clifford Crease

  IRN GCC00009

  • CF30 Customer (1 Nov 2007 to 30 Dec 2011)
  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
• Gerald James Callander

  IRN GJC00017

  • CF30 Customer (1 Nov 2007 to 30 Sep 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Gerald Paul Aherne

  IRN GPA01022

  • CF2 Non Executive Director (6 Jan 2005 to 1 Mar 2006)
• Gerard Joseph Dyson

  IRN GJD00011

  • CF21 Investment Adviser (1 Dec 2001 to 1 Apr 2005)
• Gerard Patrick Frew

  IRN GPF00012

  • CF30 Customer (22 May 2013 to 4 May 2016)
• Giles Adam Stuart George Murphy

  IRN GXM01379

  • [FCA CF] Significant management (25 Jan 2021 to 15 Dec 2022)
• Gillian Christine Rhodes

  IRN GCR01027

  • CF30 Customer (1 Nov 2007 to 5 Mar 2012)
  • CF21 Investment Adviser (8 Jul 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (16 Aug 2002 to 8 Jul 2003)
• Gillian Fiona Francis

  IRN GFT01012

  • CF30 Customer (16 Apr 2010 to 22 Oct 2010)
• Gillian King

  IRN GXK00276

  • [FCA CF] Manager of certification employee (since 4 Jun 2025)
• Gillian Sheila Longman

  IRN GSL01050

  • CF30 Customer (14 Nov 2008 to 16 Sep 2009)

No changes recorded yet.