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.

• Alistair Findlay

  IRN AXF00371

  • [FCA CF] Functions requiring qualifications (6 Sep 2022 to 21 Apr 2023)
  • [FCA CF] Client dealing (6 Sep 2022 to 21 Apr 2023)
• Alistair Ian Taplin

  IRN AIT00003

  • CF21 Investment Adviser (1 Dec 2001 to 7 Dec 2001)
• Alistair Michael Gregory-Smith

  IRN AMG00016

  • CF30 Customer (1 Nov 2007 to 29 Apr 2011)
  • CF1 Director (1 Dec 2001 to 3 May 2006)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Alistair Neil Stewart

  IRN ANS00006

  • CF21 Investment Adviser (1 Dec 2001 to 4 Mar 2005)
• Alistair Stewart Urquhart

  IRN ASU00001

  • CF30 Customer (10 Jan 2008 to 2 Mar 2009)
• Allan John Robotham

  IRN AJR01326

  • CF30 Customer (29 Mar 2010 to 12 Jul 2013)
• Amanda Cook

  IRN ALC01061

  • CF30 Customer (13 Apr 2016 to 15 Nov 2019)
• Amanda Hilary Browning

  IRN AXH00167

  • [FCA CF] Client dealing (9 Jul 2021 to 17 Oct 2022)
  • [FCA CF] Functions requiring qualifications (9 Jul 2021 to 17 Oct 2022)
  • [FCA CF] Manager of certification employee (30 Mar 2021 to 31 Dec 2022)
• Amanda Jane Peacock

  IRN AJG01310

  • [FCA CF] Manager of certification employee (since 18 Sep 2024)
  • [FCA CF] Client dealing (since 18 May 2023)
• Amanda Jenkins

  IRN AXJ00106

  • CF30 Customer (30 Mar 2010 to 27 Sep 2010)

No changes recorded yet.