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.

• Jayne Watson

  IRN JXW00897

  • [FCA CF] Client dealing (18 May 2023 to 16 Sep 2025)
  • [FCA CF] Manager of certification employee (18 May 2023 to 16 Sep 2025)
• Jean-Paul Bousquet

  IRN JPB00012

  • CF21 Investment Adviser (18 May 2005 to 30 Sep 2005)
  • CF22 Investment Adviser (Trainee) (11 Dec 2003 to 16 May 2005)
• Jeffery Brian Knight

  IRN JBK00003

  • CF21 Investment Adviser (1 Dec 2001 to 9 Jan 2002)
• Jeffrey Simpson

  IRN JAG01187

  • CF30 Customer (1 Nov 2007 to 6 Feb 2009)
  • CF21 Investment Adviser (7 Sep 2007 to 31 Oct 2007)
• Jeffrey Walter Price

  IRN JWP01060

  • CF30 Customer (16 Apr 2010 to 30 Nov 2011)
• Jennifer Anderson

  IRN JXA00541

  • [FCA CF] Manager of certification employee (since 3 Oct 2024)
  • [FCA CF] Client dealing (since 6 Jul 2023)
• Jennifer Desiree Whitehouse

  IRN JDW01162

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Manager of certification employee (since 18 Aug 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (16 Apr 2010 to 8 Dec 2019)
• Jennifer Holman

  IRN JEH01207

  • [FCA CF] Manager of certification employee (since 27 Sep 2024)
  • [FCA CF] Client dealing (since 18 May 2023)
• Jennifer Muir

  IRN JXM01376

  • [FCA CF] Client dealing (18 May 2023 to 30 Jun 2024)
  • [FCA CF] Manager of certification employee (18 May 2023 to 30 Jun 2024)
• Jennifer Russell

  IRN JXR00759

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 29 Apr 2024)
  • [FCA CF] Functions requiring qualifications (since 29 Apr 2024)
  • [FCA CF] Client dealing (13 Oct 2023 to 8 Apr 2024)

No changes recorded yet.