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.

• Justin Olivier Kai

  IRN JOK01005

  • CF30 Customer (1 Nov 2007 to 16 Oct 2009)
  • CF22 Investment Adviser (Trainee) (19 Sep 2007 to 31 Oct 2007)
• Karin Fagerholm

  IRN KXF00109

  • [FCA CF] Client dealing (15 Jun 2023 to 24 Mar 2026)
• Katarina Alderson

  IRN KXA33577

  • SMF18 Other Overall Responsibility (since 24 Jun 2025)
  • [FCA CF] Manager of certification employee (14 Jul 2022 to 24 Jun 2025)
  • [FCA CF] Significant management (14 Mar 2022 to 24 Jun 2025)
• Katarzyna Jones

  IRN KXJ00158

  • [FCA CF] Client dealing (since 18 May 2023)
• Katarzyna Smilewicz

  IRN KXD01342

  • CF30 Customer (5 Jan 2017 to 8 Dec 2019)
• Kate Fleming

  IRN KXF01191

  • [FCA CF] Manager of certification employee (18 May 2023 to 26 Apr 2024)
  • [FCA CF] Client dealing (18 May 2023 to 26 Apr 2024)
• Katharine Elizabeth Domanski

  IRN KEC01012

  • SMF17 Money Laundering Reporting Officer (MLRO) (22 Feb 2020 to 1 Dec 2020)
  • SMF4 Chief Risk (9 Dec 2019 to 23 Sep 2020)
  • SMF16 Compliance Oversight (9 Dec 2019 to 23 Sep 2020)
  • CF1 Director (15 Jan 2019 to 8 Dec 2019)
  • CF10 Compliance Oversight (15 Jan 2019 to 8 Dec 2019)
• Katherine Anne Wilson

  IRN KAW00001

  • CF30 Customer (21 Mar 2017 to 8 Dec 2019)
• Katherine Barton

  IRN KXB00603

  • [FCA CF] Manager of certification employee (since 10 Jun 2024)
• Katherine Rebecca Mulvihill

  IRN KRM01064

  • CF30 Customer (29 Mar 2010 to 29 Jul 2011)

No changes recorded yet.