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.

• Jeremy Raymond Chester James Arthur

  IRN JRA00012

  • CF16 Significant Mgt (Desgntd Investment Business) (11 Sep 2003 to 26 May 2006)
  • CF21 Investment Adviser (1 Dec 2001 to 16 Jul 2003)
• Jeremy Stephen Caiger

  IRN JSC00014

  • CF21 Investment Adviser (1 Dec 2001 to 6 Jan 2004)
• Jeremy Turrell

  IRN JXT01276

  • CF30 Customer (26 Feb 2013 to 30 Aug 2013)
• Jessica Kimberley

  IRN JXK00021

  • CF30 Customer (11 Jan 2008 to 14 Nov 2008)
• Joanna Lisa Goodman

  IRN JLG01089

  • CF30 Customer (4 Mar 2010 to 18 Apr 2012)
• Joanne Brown

  IRN JXB00994

  • 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)
  • [FCA CF] Functions requiring qualifications (since 17 Feb 2022)
  • [FCA CF] Client dealing (since 17 Feb 2022)
• Joanne Craddock

  IRN JXC01171

  • [FCA CF] Client dealing (since 18 May 2023)
• Joanne Mahon

  IRN JRH00045

  • CF21 Investment Adviser (25 Jun 2004 to 22 Jul 2005)
  • CF22 Investment Adviser (Trainee) (19 May 2003 to 23 Jun 2004)
• Joanne Rees

  IRN JXR01989

  • [FCA CF] Client dealing (10 Feb 2020 to 30 Jun 2024)
  • [FCA CF] Functions requiring qualifications (10 Feb 2020 to 30 Jun 2024)
• Jocelyn Ann Davis

  IRN JAD00057

  • CF30 Customer (1 Nov 2007 to 24 Feb 2010)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

No changes recorded yet.