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

  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.

• 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 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.

• 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

  Show 1 limitation Hide limitations

  • · ”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.

• Hannah Rebecca Ridgment

  IRN HRR01024

  • [FCA CF] Client dealing (8 Jul 2021 to 5 Aug 2022)
  • [FCA CF] Functions requiring qualifications (8 Jul 2021 to 5 Aug 2022)
• Hannah Taylor-Hill

  IRN HXT00151

  • [FCA CF] Client dealing (since 18 May 2023)
• Har-Paul Rai

  IRN HXR00006

  • CF30 Customer (1 Nov 2007 to 27 May 2009)
  • CF21 Investment Adviser (7 Sep 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (24 Jul 2006 to 7 Sep 2006)
• Harjinder Singh Gill

  IRN HXG00001

  • CF21 Investment Adviser (4 Sep 2006 to 27 Dec 2006)
  • CF22 Investment Adviser (Trainee) (22 Mar 2006 to 4 Sep 2006)
• Harold Roberts

  IRN HXR00005

  • CF21 Investment Adviser (1 Dec 2001 to 20 Mar 2002)
• Harpal Singh Sra

  IRN HSS01040

  • CF30 Customer (29 Mar 2010 to 14 Aug 2015)
• Harrison James Boar

  IRN HJB01090

  • [FCA CF] Client dealing (15 May 2023 to 18 Feb 2026)
  • [FCA CF] Functions requiring qualifications (15 May 2023 to 18 Feb 2026)
• Harrison Jones

  IRN HXJ00113

  • [FCA CF] Client dealing (4 Apr 2024 to 21 Feb 2025)
  • [FCA CF] Functions requiring qualifications (4 Apr 2024 to 21 Feb 2025)
• Harry Drake

  IRN HXD00194

  • [FCA CF] Client dealing (since 4 Apr 2024)
• Hasan Iqbal

  IRN HXI00052

  • 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] Functions requiring qualifications (since 24 Jul 2025)
  • [FCA CF] Client dealing (since 24 Jul 2025)

No changes recorded yet.