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.

• Jocelyn Hew Dalrymple

  IRN JHD01095

  • [FCA CF] Significant management (23 Oct 2020 to 9 Oct 2023)
• Jodi Lake

  IRN JXL00683

  • [FCA CF] Client dealing (since 21 Jun 2023)
• Jodie McGrath-Hayes

  IRN JXM01411

  • 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] Functions requiring qualifications (since 7 Jan 2026)
  • [FCA CF] Client dealing (since 6 Jul 2023)
• Joel Jeffrey Godwin

  IRN JJG00011

  • CF30 Customer (1 Nov 2007 to 27 Aug 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• John Allen Watkins

  IRN JAW01193

  • CF21 Investment Adviser (14 Aug 2006 to 14 Mar 2007)
  • CF22 Investment Adviser (Trainee) (14 Mar 2006 to 14 Aug 2006)
• John Andrew Richardson

  IRN JAR00028

  • CF30 Customer (1 Nov 2007 to 17 Oct 2012)
  • CF21 Investment Adviser (5 Sep 2006 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (5 Sep 2006 to 31 Oct 2007)
• John Angus Ross

  IRN JAR00007

  • CF30 Customer (18 Aug 2015 to 21 Jun 2017)
• John Anthony Mayman

  IRN JAM00037

  • CF21 Investment Adviser (14 Jan 2002 to 30 Apr 2004)
• John Barry Laverick

  IRN JBL00003

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Aug 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 22 Aug 2025)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• John Bradley Bunch

  IRN JXB00087

  • Responsible for Insurance Distribution (20 Jan 2022 to 31 Aug 2023)
  • SMF18 Other Overall Responsibility (30 Dec 2020 to 31 Aug 2023)

No changes recorded yet.