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.

• Joshua Loftus

  IRN JXL00825

  • 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] Client dealing (since 4 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 4 Nov 2025)
  • [FCA CF] Client dealing (2 Jan 2025 to 31 Oct 2025)
• Joshua Nelson

  IRN JXN00268

  • 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 29 Apr 2024)
  • [FCA CF] Client dealing (since 29 Apr 2024)
  • [FCA CF] Client dealing (18 May 2023 to 15 Apr 2024)
• Joshua Richards

  IRN JXR00431

  • [FCA CF] Functions requiring qualifications (12 Aug 2021 to 8 Jul 2025)
  • [FCA CF] Client dealing (12 Aug 2021 to 8 Jul 2025)
• Joy-Ann Patricia Wisniewski

  IRN JPB01320

  • [FCA CF] Client dealing (26 Oct 2023 to 16 Jan 2026)
  • [FCA CF] Functions requiring qualifications (26 Oct 2023 to 16 Jan 2026)
• Juan Farrow

  IRN JXF00093

  • CF22 Investment Adviser (Trainee) (24 May 2002 to 31 Oct 2002)
• Judith Lynn Gray

  IRN JLG00007

  • CF1 Director (1 Dec 2001 to 1 Mar 2002)
• Julia Rebecca Gordon

  IRN JXG13388

  • 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 7 Feb 2022)
  • [FCA CF] Functions requiring qualifications (since 7 Feb 2022)
  • CF30 Customer (9 Apr 2019 to 8 Dec 2019)
• Julia Smart

  IRN JXS00452

  • [FCA CF] Client dealing (since 17 Nov 2025)
• Julian Anokwuru

  IRN JXA01474

  • [FCA CF] Manager of certification employee (18 May 2023 to 24 Dec 2024)
  • [FCA CF] Client dealing (18 May 2023 to 24 Dec 2024)
• Julian Charles Lane

  IRN JCL01132

  • CF30 Customer (27 Feb 2014 to 4 Jan 2016)

No changes recorded yet.