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.

• Jonathan Tinsley

  IRN JXT00586

  • [FCA CF] Client dealing (since 18 May 2023)
  • [FCA CF] Manager of certification employee (29 Nov 2024 to 8 Apr 2026)
• Jordan Ettridge

  IRN JXE00090

  • [FCA CF] Client dealing (14 Feb 2023 to 16 Feb 2024)
  • [FCA CF] Functions requiring qualifications (14 Feb 2023 to 16 Feb 2024)
• Jordan Mark Fox

  IRN JXF00548

  • [FCA CF] Client dealing (since 13 Mar 2026)
• Joseph Anthony Alexander McLean

  IRN JAM01380

  • CF30 Customer (15 Apr 2016 to 1 Sep 2017)
• Joseph Kaitcer

  IRN JXK02190

  • [FCA CF] Functions requiring qualifications (23 Jan 2020 to 4 Sep 2024)
  • [FCA CF] Client dealing (23 Jan 2020 to 4 Sep 2024)
  • CF30 Customer (31 Oct 2019 to 8 Dec 2019)
• Joseph Nathan Goddard-Howe

  IRN JNG01038

  • 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] Manager of certification employee (since 26 Aug 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (19 Feb 2019 to 8 Dec 2019)
• Joseph Proctor

  IRN JXP00808

  • [FCA CF] Functions requiring qualifications (28 Feb 2024 to 25 Jun 2025)
  • [FCA CF] Client dealing (18 May 2023 to 3 Nov 2023)
• Joseph Thomas Ford

  IRN JTF00007

  • CF21 Investment Adviser (1 Dec 2001 to 15 Oct 2005)
• Joseph Wicks

  IRN JXW01070

  • 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 17 May 2024)
  • [FCA CF] Client dealing (since 2 May 2024)
• Joshua David Macdonald

  IRN JXM01462

  • 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 11 Mar 2026)
  • [FCA CF] Client dealing (since 11 Mar 2026)

No changes recorded yet.