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.

• Kathryn Jeffery

  IRN KXJ00219

  • [FCA CF] Client dealing (since 7 Apr 2025)
• Kathryn Mahoney

  IRN KXM00821

  • [FCA CF] Client dealing (since 12 Jun 2025)
• Katie Carr

  IRN KXC00330

  • [FCA CF] Client dealing (since 30 May 2023)
• Katy Jean Thorne

  IRN KJT01065

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Kaylan Barge

  IRN KXB00616

  • [FCA CF] Client dealing (2 Aug 2024 to 31 Dec 2024)
• Kayleigh Anderson

  IRN KXA00296

  • [FCA CF] Manager of certification employee (18 May 2023 to 25 Mar 2024)
  • [FCA CF] Client dealing (18 May 2023 to 25 Mar 2024)
• Keith Anthony Laurent

  IRN KAL01046

  • CF21 Investment Adviser (12 May 2003 to 18 Oct 2004)
  • CF22 Investment Adviser (Trainee) (21 Jan 2002 to 12 May 2003)
• Keith Jones

  IRN KXJ01057

  • Director of firm who is not a certification employee or a SMF manager (2 May 2025 to 7 Sep 2025)
  • [FCA CF] Material risk taker (2 May 2025 to 7 Sep 2025)
  • SMF12 Chair of the Remuneration Committee (3 Dec 2020 to 1 May 2025)
• Keith New

  IRN KXN00006

  • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2003)
• Keith Norman Clark Taylor

  IRN KNT00005

  • CF30 Customer (24 Mar 2010 to 30 Sep 2011)

No changes recorded yet.