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.

• Helen McLachlan

  IRN HXM00130

  • [FCA CF] Manager of certification employee (since 6 Jul 2023)
• Helen McSweeney

  IRN HXM00431

  • [FCA CF] Client dealing (since 13 Aug 2024)
• Helen Scott

  IRN HMS01030

  • CF21 Investment Adviser (22 Mar 2002 to 25 Jul 2003)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Mar 2002)
• Helen Taylor

  IRN HXT00150

  • [FCA CF] Manager of certification employee (since 26 Sep 2024)
  • [FCA CF] Client dealing (since 18 May 2023)
• Helena Mary MacNab

  IRN HMM00014

  • CF21 Investment Adviser (1 Dec 2001 to 14 Oct 2002)
• Helmut Olav Dempsey

  IRN HOD00001

  • CF30 Customer (29 Jul 2014 to 29 Jan 2016)
• Hena Mosby

  IRN HXA00018

  • CF30 Customer (20 Jun 2014 to 15 Feb 2016)
• Henk Wesley Van De Beek

  IRN HXV16657

  • [FCA CF] Functions requiring qualifications (14 May 2021 to 15 Jan 2022)
  • [FCA CF] Client dealing (14 May 2021 to 15 Jan 2022)
• Henrietta Clarke

  IRN HCB01014

  • [FCA CF] Manager of certification employee (20 Jul 2022 to 16 Aug 2022)
  • [FCA CF] Significant management (25 Jan 2021 to 16 Aug 2022)
• Henrietta Manners Grimston

  IRN HMG01021

  • [FCA CF] Functions requiring qualifications (18 Feb 2020 to 6 Mar 2025)
  • [FCA CF] Client dealing (18 Feb 2020 to 6 Mar 2025)

No changes recorded yet.