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

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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.

• 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.

• Julian Christopher Whight

  IRN JCW00081

  • 11. Pension transfer specialist
  • 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 2 Jul 2021)
  • [FCA CF] Functions requiring qualifications (since 2 Jul 2021)
• Julian Gareth James Moss

  IRN JGM00004

  • CF21 Investment Adviser (1 Dec 2001 to 26 Apr 2002)
• Julian James Mobsby

  IRN JJM01252

  • CF30 Customer (16 Apr 2010 to 2 Apr 2012)
• Julian John Batson

  IRN JJB00027

  • CF21 Investment Adviser (13 Oct 2003 to 8 Oct 2004)
  • CF22 Investment Adviser (Trainee) (14 Jul 2003 to 13 Oct 2003)
• Julian Martin Kemp

  IRN JMK00008

  • CF30 Customer (11 Apr 2018 to 28 Jan 2019)
• Julian Paul Edward McBride

  IRN JPM01369

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2023)
  • CF30 Customer (28 Mar 2019 to 8 Dec 2019)
• Julian Sunley

  IRN JCS00010

  • CF30 Customer (1 Nov 2007 to 11 Apr 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Julian Vydelingum

  IRN JXV01212

  • 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 2 Nov 2022)
  • [FCA CF] Client dealing (since 2 Nov 2022)
• Julie Ann Clapperton

  IRN JAL00058

  • CF22 Investment Adviser (Trainee) (26 Jun 2003 to 20 Nov 2003)
• Julie Ann Sheppard

  IRN JAS01318

  • CF21 Investment Adviser (19 Aug 2005 to 30 Jun 2006)
  • CF22 Investment Adviser (Trainee) (16 Jan 2004 to 19 Aug 2005)

No changes recorded yet.