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.

• Hayley Ann Jarvis

  IRN HAJ01025

  • [FCA CF] Client dealing (5 Sep 2022 to 31 Dec 2024)
  • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 31 Dec 2024)
• Hazel Bowen

  IRN HSA01030

  • [FCA CF] Functions requiring qualifications (14 May 2021 to 28 Feb 2022)
  • [FCA CF] Client dealing (14 May 2021 to 28 Feb 2022)
• Hazel Tulani Hazuinei Motsi

  IRN HTM01008

  • CF30 Customer (18 May 2010 to 30 Sep 2010)
• Heath Pienaar

  IRN HXP00314

  • [FCA CF] Significant management (since 19 Sep 2025)
• Heather Lewis

  IRN HXD00051

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

  IRN HXB00129

  • 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 7 Jun 2024)
  • [FCA CF] Functions requiring qualifications (since 7 Jun 2024)
• Hector George Danielson Millar

  IRN HXM00459

  • 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 7 Oct 2025)
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2025)
• Helen Isherwood

  IRN HXI00039

  • [FCA CF] Client dealing (since 26 Sep 2023)
• Helen Kay Burt

  IRN HKB01003

  • CF21 Investment Adviser (1 Jun 2007 to 21 Jun 2007)
• Helen Maria Ingleson

  IRN HMI00006

  • CF30 Customer (13 Aug 2009 to 22 Jan 2015)

No changes recorded yet.