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.

• Ian David Bradshaw

  IRN IDB00017

  • CF22 Investment Adviser (Trainee) (9 Jan 2003 to 28 Jul 2003)
• Ian Douglas Box

  IRN IDB00001

  • CF21 Investment Adviser (1 Dec 2001 to 13 Jun 2002)
• Ian Edward Miller

  IRN IEM00006

  • CF21 Investment Adviser (1 Dec 2001 to 30 Aug 2002)
• Ian Goodwin Campbell White

  IRN IGW00001

  • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2004)
• Ian Howard Dyall

  IRN IHD01003

  • CF30 Customer (29 Mar 2010 to 25 Jul 2011)
• Ian James Angus-Felton

  IRN IJA01015

  • CF30 Customer (24 Mar 2010 to 29 Mar 2010)
• Ian James Balgarnie

  IRN IJB00015

  • CF30 Customer (1 Nov 2007 to 16 Dec 2009)
  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
• Ian James Edward Gough

  IRN IJG00013

  • CF30 Customer (1 Nov 2007 to 28 Apr 2015)
  • CF21 Investment Adviser (11 Dec 2002 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (18 Sep 2002 to 11 Dec 2002)
• Ian James MacKendrick

  IRN IJM00031

  • CF30 Customer (19 Mar 2012 to 2 Dec 2014)
• Ian James Markham

  IRN IJM01059

  • CF30 Customer (21 Aug 2014 to 25 Oct 2016)

No changes recorded yet.