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

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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.

• 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.

• Jamie Hull

  IRN JXH02058

  • CF30 Customer (26 Sep 2012 to 22 Dec 2014)
• Jane Craven-Smith

  IRN JXC00078

  • CF21 Investment Adviser (1 Dec 2001 to 11 Sep 2006)
• Jane Elizabeth Martin

  IRN JEM01241

  • CF30 Customer (11 Jun 2014 to 30 Mar 2016)
• Jane Garrick

  IRN JXG01520

  • CF30 Customer (17 Aug 2017 to 29 Oct 2018)
• Jane O'Hara

  IRN JEP00037

  • CF30 Customer (3 Mar 2008 to 12 Sep 2017)
• Jaskaren Singh Dayal

  IRN DSD01033

  • CF21 Investment Adviser (29 Nov 2004 to 20 Mar 2007)
  • CF22 Investment Adviser (Trainee) (22 Jan 2003 to 25 Nov 2004)
• Jason Chiles Moisey

  IRN JCM01220

  • CF30 Customer (20 Jun 2014 to 26 Sep 2014)
• Jason Daniel Hollands

  IRN JDH01091

  • [FCA CF] Significant management (since 9 Dec 2019)
• Jason Dunford

  IRN JAD01224

  • CF30 Customer (12 Jun 2013 to 1 Dec 2015)
• Jaswinder Singh Sandhu

  IRN JXS01705

  • CF22 Investment Adviser (Trainee) (30 May 2006 to 22 Sep 2006)

No changes recorded yet.