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.

• Hilary Schofield

  IRN HJS01082

  • CF30 Customer (22 Oct 2008 to 6 Mar 2018)
• Hollee Louise Vivian

  IRN HLV01012

  • [FCA CF] Manager of certification employee (20 May 2022 to 7 Feb 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 7 Feb 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Feb 2023)
  • CF30 Customer (17 Nov 2016 to 8 Dec 2019)
• Holly Louise Rathband

  IRN HXR00112

  • [FCA CF] Client dealing (9 Aug 2023 to 20 Mar 2026)
• Howard Andrew Pykett

  IRN HAP01025

  • CF30 Customer (16 Apr 2010 to 22 Aug 2011)
• Howard John Finch

  IRN HJF01021

  • CF30 Customer (1 Nov 2007 to 27 May 2009)
  • CF21 Investment Adviser (6 Oct 2006 to 31 Oct 2007)
• Howard Keith Goodship

  IRN HKG01005

  • CF30 Customer (16 Apr 2010 to 31 Dec 2012)
• Hugh John Baxter Castle

  IRN HJC01062

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2025)
  • CF30 Customer (10 Aug 2016 to 8 Dec 2019)
• Hugh Martin King

  IRN HMK01018

  • CF30 Customer (16 Jun 2008 to 26 Feb 2010)
• Hugo Richard Shaw

  IRN HRS01013

  • [FCA CF] Material risk taker (since 1 Oct 2024)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Hugo Smith

  IRN HNS01005

  • [FCA CF] Material risk taker (since 9 Oct 2025)
  • [FCA CF] Manager of certification employee (since 20 Jul 2022)
  • [FCA CF] Significant management (since 1 Jan 2021)

No changes recorded yet.