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.

• Amanda Mayoh

  IRN AXM01942

  • [FCA CF] Manager of certification employee (since 21 Nov 2024)
  • [FCA CF] Client dealing (since 31 May 2023)
• Ammar Saleem

  IRN AXS04784

  • CF30 Customer (21 Aug 2018 to 26 Jun 2019)
• Amrit Kaur Sihota

  IRN AKS01101

  • [FCA CF] Client dealing (9 Dec 2019 to 16 Nov 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Nov 2023)
  • CF30 Customer (13 Sep 2019 to 8 Dec 2019)
• Amy Louise MacKinnon

  IRN AXM12765

  • [FCA CF] Functions requiring qualifications (11 May 2020 to 10 Mar 2022)
  • [FCA CF] Client dealing (11 May 2020 to 10 Mar 2022)
• Andrea Bourne

  IRN AXB01349

  • [FCA CF] Client dealing (since 18 May 2023)
• Andrea Shearer

  IRN AXS00295

  • CF30 Customer (1 Nov 2007 to 16 Jun 2009)
  • CF21 Investment Adviser (23 Oct 2007 to 31 Oct 2007)
• Andrew Alistair Victor Carroll

  IRN AXC00470

  • [FCA CF] Functions requiring qualifications (8 Apr 2021 to 30 Jun 2023)
  • [FCA CF] Client dealing (8 Apr 2021 to 30 Jun 2023)
• Andrew Carter

  IRN AXC00411

  • [FCA CF] Significant management (23 Oct 2020 to 1 Jun 2022)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jun 2022)
• Andrew Charles Fisher

  IRN ACF01021

  • CF1 Director (20 Apr 2006 to 16 Apr 2014)
  • CF3 Chief Executive (20 Apr 2006 to 16 Apr 2014)
  • Responsible for Insurance Mediation (20 Apr 2006 to 16 Apr 2014)
  • CF8 Apportionment and Oversight (20 Apr 2006 to 31 Mar 2009)
• Andrew Charles Scanlan

  IRN ACS00017

  • CF30 Customer (14 Jul 2014 to 15 Jul 2016)

No changes recorded yet.