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

  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.

• 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

  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.

• 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

  Show 1 limitation Hide limitations

  • · ”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 Gavin

  IRN JXG00021

  • CF21 Investment Adviser (1 Dec 2001 to 29 Nov 2002)
• John Howard Thompson

  IRN JHT00013

  • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
• John Ivan Tiner

  IRN JIT00010

  • CF2 Non Executive Director (2 Aug 2016 to 12 Feb 2019)
• John Jaffray

  IRN JXJ01239

  • CF22 Investment Adviser (Trainee) (29 Jun 2007 to 5 Oct 2007)
• John Johnstone George Masson

  IRN JJM00027

  • CF21 Investment Adviser (1 Dec 2001 to 1 Nov 2002)
• John Lavender

  IRN JAL01178

  • CF30 Customer (2 Jun 2011 to 14 Mar 2012)
• John Learmouth Black

  IRN JLB00026

  • CF21 Investment Adviser (1 Dec 2001 to 30 May 2003)
• John Leslie Rawlinson

  IRN JLR00012

  • CF22 Investment Adviser (Trainee) (13 Feb 2002 to 15 Feb 2002)
• John Mckay Redpath

  IRN JMR01232

  • CF30 Customer (1 Jun 2010 to 4 Jul 2017)
• John Michael Wort

  IRN JMW00053

  • CF30 Customer (1 Nov 2007 to 22 Dec 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

No changes recorded yet.