Evelyn Partners Financial Planning Limited

Date authorised
1 April 2013
Companies House
00607039
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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
    • · 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

    Show 1 limitation
    • · ”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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Ian Michael Brown

    IRN IMB00013

    • CF21 Investment Adviser (16 Apr 2004 to 31 Jul 2004)
    • CF22 Investment Adviser (Trainee) (1 Apr 2003 to 16 Apr 2004)
  • Ian Nicholas Morgan

    IRN INM00001

    • CF21 Investment Adviser (28 May 2002 to 30 Apr 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 May 2002)
  • Ian Stanley Gordon Blagrove

    IRN ISB00004

    • CF21 Investment Adviser (1 Dec 2001 to 4 Jun 2002)
  • Ian Stuart Howe

    IRN ISH00006

    • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2002)
  • Ian Trevor Lewis

    IRN IXL00023

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Sep 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 Sep 2024)
    • CF30 Customer (30 Mar 2010 to 8 Dec 2019)
  • Ian William Glen

    IRN IWG00002

    • CF30 Customer (13 Oct 2015 to 5 Jan 2017)
  • Ian William Laughlin

    IRN IWL00004

    • CF2 Non Executive Director (19 Jan 2005 to 21 Apr 2005)
    • CF16 Significant Mgt (Desgntd Investment Business) (7 May 2004 to 18 Jan 2005)
  • Imogen Jones

    IRN IXB00206

    • [FCA CF] Client dealing (since 6 Dec 2023)
  • Irene Anne Smith

    IRN IAS00012

    • CF30 Customer (19 Dec 2012 to 22 Jan 2015)
  • Irene Atherton

    IRN IXA00011

    • CF21 Investment Adviser (1 Dec 2001 to 27 Sep 2002)
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Recent activity

Updates to this firm's record on the FCA register.

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