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.

• John Brough

  IRN JXB00194

  • CF21 Investment Adviser (1 Dec 2001 to 11 Jan 2002)
• John Burrows

  IRN JXB02131

  • [FCA CF] Client dealing (since 9 Nov 2023)
• John Colin Spink

  IRN JCS00022

  • CF30 Customer (26 Aug 2015 to 5 Sep 2016)
• John David McGowan

  IRN JDM00012

  • CF30 Customer (7 Dec 2007 to 5 Jun 2012)
• John Douglas Barr

  IRN JDB00020

  • CF30 Customer (1 Nov 2007 to 30 Dec 2008)
  • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
• John Douglas Norbury

  IRN JDN01017

  • CF2 Non Executive Director (2 Aug 2016 to 6 Oct 2017)
• John Ernley Hay Blackwell

  IRN JEB00030

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Aug 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 24 Aug 2022)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• John Erskine

  IRN JXE01090

  • SMF18 Other Overall Responsibility (30 Sep 2022 to 21 Aug 2023)
  • [FCA CF] Significant management (26 Jul 2022 to 30 Sep 2022)
• John Escott

  IRN JXE00015

  • CF21 Investment Adviser (1 Dec 2001 to 3 Jan 2002)
• John Frederick Hutton-Attenborough

  IRN JFH00009

  • [FCA CF] Functions requiring qualifications (12 Jul 2021 to 3 Apr 2023)
  • [FCA CF] Client dealing (12 Jul 2021 to 3 Apr 2023)
  • CF30 Customer (1 Nov 2007 to 30 Jul 2008)
  • CF21 Investment Adviser (30 Aug 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (29 Jun 2007 to 30 Aug 2007)

No changes recorded yet.