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.

• Gregory Scott Moss

  IRN GSM00043

  • CF30 Customer (3 May 2012 to 15 Mar 2013)
• Gregory Thomas Milton Winter

  IRN GTW01028

  • [FCA CF] Client dealing (4 Aug 2020 to 28 Feb 2022)
  • [FCA CF] Functions requiring qualifications (4 Aug 2020 to 28 Feb 2022)
• Gregory Tichbon

  IRN GXT01488

  • CF30 Customer (20 May 2015 to 18 Jun 2018)
• Gretchen Mary Betts

  IRN GMB01108

  • CF30 Customer (27 Nov 2013 to 10 Jul 2015)
• Gurdeep Saini

  IRN GKS01031

  • 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 17 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 17 Dec 2025)
• Gurmit Nahal

  IRN GXR01322

  • CF30 Customer (10 Jun 2014 to 29 May 2015)
• Gwendoline Joan Middleton

  IRN GJM01131

  • CF30 Customer (1 Nov 2007 to 9 Dec 2009)
  • CF22 Investment Adviser (Trainee) (4 Mar 2003 to 31 Oct 2007)
• Hanna Butler

  IRN HXB00270

  • [FCA CF] Client dealing (30 May 2023 to 20 May 2024)
• Hannah Angell

  IRN HXT00152

  • [FCA CF] Client dealing (18 May 2023 to 16 Apr 2025)
• Hannah Henderson

  IRN HXH00219

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

No changes recorded yet.