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.

• Kokab Wasim

  IRN KXW01646

  • CF30 Customer (23 Jun 2017 to 1 Sep 2017)
• Kristan Oakley

  IRN KLO00003

  • CF30 Customer (7 Jul 2014 to 28 Jan 2019)
• Laine Connatty

  IRN LXC01397

  • CF30 Customer (24 Mar 2010 to 31 May 2012)
• Lakhbir Singh

  IRN LXS01541

  • CF30 Customer (14 Jan 2019 to 8 Apr 2019)
• Lalji Kunverji Gopal Bhanderi

  IRN LKB00001

  • CF24 Pension Transfer Specialist (1 Dec 2001 to 29 Mar 2005)
• Laura Donkin

  IRN LXD00402

  • 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] Functions requiring qualifications (since 18 Nov 2024)
  • [FCA CF] Client dealing (since 18 Nov 2024)
• Laura Elizabeth Young

  IRN LEY01003

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Dec 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 2 Dec 2025)
  • CF30 Customer (12 Jun 2018 to 8 Dec 2019)
• Laura Kidner

  IRN LXK00171

  • [FCA CF] Client dealing (18 May 2023 to 2 Jan 2024)
  • [FCA CF] Manager of certification employee (18 May 2023 to 2 Jan 2024)
• Laura Lee

  IRN LXL00097

  • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2021)
• Laura Louise Peel

  IRN LLP01005

  • CF30 Customer (22 Nov 2013 to 16 Aug 2016)

No changes recorded yet.