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.

• Julie Ann Williams

  IRN JAW01285

  • [FCA CF] Client dealing (since 16 Jun 2023)
• Julie Anne England

  IRN JAE00001

  • CF30 Customer (1 Nov 2007 to 4 Dec 2007)
  • CF22 Investment Adviser (Trainee) (1 Jun 2007 to 31 Oct 2007)
• Julie Crombie

  IRN JCW00030

  • CF30 Customer (1 Nov 2007 to 19 Jan 2018)
  • CF21 Investment Adviser (29 Jun 2007 to 31 Oct 2007)
• Julie Frampton

  IRN JXF00519

  • [FCA CF] Client dealing (since 12 Jun 2023)
• Julie Garnett

  IRN JXG00646

  • [FCA CF] Client dealing (since 18 May 2023)
• Julie Helen Bartley

  IRN JHB01092

  • CF22 Investment Adviser (Trainee) (13 Jun 2002 to 14 Jun 2002)
• Julie Keane

  IRN JXK00530

  • [FCA CF] Client dealing (since 18 May 2023)
• Julie Lord

  IRN JXL00013

  • CF30 Customer (15 May 2014 to 17 Jul 2015)
• Justin Jeffrey Bullimore

  IRN JXB00246

  • CF21 Investment Adviser (13 Sep 2006 to 9 May 2007)
  • CF22 Investment Adviser (Trainee) (7 Apr 2006 to 13 Sep 2006)
• Justin Mark Bradford

  IRN JMB01544

  • [FCA CF] Client dealing (9 Dec 2019 to 5 Jul 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jul 2021)
  • CF30 Customer (28 Jul 2017 to 8 Dec 2019)

No changes recorded yet.