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.

• Keith Robert Saunders

  IRN KRS00012

  • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2005)
• Keith Sanham

  IRN KXS01279

  • CF21 Investment Adviser (1 Jun 2007 to 24 Sep 2007)
• Keith Webb

  IRN KXW00107

  • CF1 Director (1 Dec 2001 to 5 Feb 2003)
• Kelland Stephen Hutchence

  IRN KSH00001

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)
• Kelly Ann Lickley

  IRN KAP01078

  • CF30 Customer (16 Apr 2010 to 9 Nov 2010)
• Kelly Ashworth

  IRN KXA01880

  • [FCA CF] Client dealing (since 19 Mar 2024)
• Kenneth John Eckford-Soper

  IRN KJE00002

  • CF21 Investment Adviser (1 Jun 2007 to 12 Oct 2007)
• Kenneth John Smith

  IRN KJS00032

  • CF21 Investment Adviser (1 Dec 2001 to 18 Jul 2003)
• Kenneth Mullan

  IRN KXM00010

  • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2003)
• Kenneth Philip Bloomfield

  IRN KPB00006

  • CF21 Investment Adviser (1 Dec 2001 to 27 Sep 2002)

No changes recorded yet.