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.

• Kenneth William Stevenson

  IRN KWS01031

  • CF30 Customer (16 Apr 2010 to 25 Mar 2011)
• Kerri Higham

  IRN KXJ01144

  • CF30 Customer (19 Apr 2010 to 15 Sep 2011)
• Kerry Anne Vilchez

  IRN KAM01150

  • [FCA CF] Client dealing (2 Feb 2023 to 24 Feb 2026)
  • [FCA CF] Functions requiring qualifications (2 Feb 2023 to 24 Feb 2026)
• Kerry James McCartney

  IRN KJM00013

  • CF30 Customer (14 May 2013 to 31 Dec 2014)
• Kersi Deboo

  IRN KXD00003

  • CF21 Investment Adviser (1 Dec 2001 to 5 Apr 2002)
• Kevin Broadbent

  IRN KXB00124

  • 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] Manager of certification employee (since 29 Mar 2023)
  • [FCA CF] Functions requiring qualifications (since 2 Jul 2021)
  • [FCA CF] Client dealing (since 2 Jul 2021)
• Kevin Croxford

  IRN KXC00005

  • CF30 Customer (12 Feb 2010 to 18 Mar 2010)
• Kevin Francis Cullinane

  IRN KXC00006

  • CF30 Customer (19 Aug 2015 to 4 Nov 2019)
• Kevin Gerald Mahon

  IRN KGM00003

  • CF21 Investment Adviser (1 Dec 2001 to 2 Jun 2005)
• Kevin James Puryer

  IRN KJP01111

  • CF30 Customer (31 May 2017 to 10 May 2018)

No changes recorded yet.