Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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
    • · 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

    Show 1 limitation
    • · ”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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Graham Stuart Murphy

    IRN GSM00012

    • [FCA CF] Manager of certification employee (4 Jul 2022 to 31 Jul 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2025)
    • CF30 Customer (9 Jan 2019 to 8 Dec 2019)
  • Grant Douglas Larking

    IRN GDL00017

    • CF21 Investment Adviser (9 Nov 2004 to 7 Dec 2005)
    • CF22 Investment Adviser (Trainee) (29 Oct 2003 to 5 Apr 2004)
  • Greg Mackie

    IRN GXM00032

    • CF30 Customer (22 Sep 2011 to 3 Feb 2016)
  • Greg Maxwell Oliver

    IRN GMO01021

    • CF30 Customer (29 Mar 2010 to 19 Jan 2011)
  • Greg Thomas John Tait

    IRN GTT01015

    • CF30 Customer (19 Jan 2016 to 19 Sep 2016)
  • Greg Turnbull

    IRN GXT00134

    • [FCA CF] Functions requiring qualifications (2 Nov 2022 to 24 Mar 2026)
    • [FCA CF] Client dealing (2 Nov 2022 to 24 Mar 2026)
  • Gregg McAlister

    IRN GAM01129

    • CF30 Customer (1 Apr 2016 to 6 May 2016)
  • Gregory Haddock

    IRN GXH00111

    • CF21 Investment Adviser (1 Dec 2001 to 6 Jan 2002)
  • Gregory John Baker

    IRN GJB00036

    • CF21 Investment Adviser (1 Dec 2001 to 15 Oct 2002)
  • Gregory Nottage

    IRN GXN01184

    • CF30 Customer (13 Dec 2013 to 15 Oct 2018)
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Recent activity

Updates to this firm's record on the FCA register.

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