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.

• Jonathan Cross

  IRN JXC00016

  • CF21 Investment Adviser (11 Jul 2002 to 11 Feb 2005)
  • CF22 Investment Adviser (Trainee) (14 Dec 2001 to 11 Jul 2002)
• Jonathan Dark

  IRN JXD02448

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Jonathan David Bowes

  IRN JDB00007

  • CF30 Customer (1 Nov 2007 to 3 Dec 2013)
  • CF21 Investment Adviser (5 Oct 2006 to 31 Oct 2007)
• Jonathan David Wheeler

  IRN JDW00026

  • CF21 Investment Adviser (26 Nov 2004 to 17 Oct 2006)
  • CF22 Investment Adviser (Trainee) (16 Dec 2003 to 19 Sep 2006)
• Jonathan Edward Abbott

  IRN JEA01088

  • 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] Client dealing (since 22 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 22 Sep 2022)
• Jonathan Edwin Pinfold

  IRN JEP00031

  • CF30 Customer (28 Nov 2013 to 3 Dec 2014)
• Jonathan James Cliston

  IRN JJC00009

  • CF21 Investment Adviser (1 Dec 2001 to 28 Nov 2006)
• Jonathan James Holdaway

  IRN JJH00029

  • CF21 Investment Adviser (1 Dec 2001 to 5 Mar 2002)
• Jonathan Lindsay Mclaren Craig

  IRN JLC01122

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Feb 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Feb 2022)
  • CF30 Customer (10 Dec 2018 to 8 Dec 2019)
• Jonathan Mark Allwright

  IRN JMA00007

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Apr 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 5 Apr 2023)
  • CF30 Customer (2 Feb 2015 to 8 Dec 2019)

No changes recorded yet.