Evenlode Investment Management Limited

• Principal Place of Business

  Home Farm Barns

  Evenlode Road

  Evenlode

  Moreton-in-Marsh

  Gloucestershire

  GL56 0NY

  UNITED KINGDOM

  Phone

  +441608695200

  Web

  https://www.evenlodeinvestment.com

• Complaints Contact

  Home Farm Barns

  Evenlode Road

  Evenlode

  Moreton-in-Marsh

  Gloucestershire

  GL56 0NY

  UNITED KINGDOM

  Phone

  +441608695204

• Investment Advice (no pensions)

  For Professional, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Professional, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Stockbroking

  For Professional, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Investment Setup

  For Professional, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Manages Your Portfolio

  For Professional, Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Alexander Istvan Boronkay

  IRN AXB01991

  • [FCA CF] Client dealing (11 Oct 2023 to 15 Aug 2025)
  • [FCA CF] Material risk taker (11 Oct 2023 to 15 Aug 2025)
• Amanda Claire Sullivan

  IRN AXS04186

  • [FCA CF] Material risk taker (1 Apr 2023 to 7 Feb 2025)
  • SMF3 Executive Director (9 Dec 2019 to 7 Feb 2025)
  • CF1 Director (23 May 2017 to 8 Dec 2019)
• Amy Lee Hepworth-Bell

  IRN AXH00902

  • [FCA CF] Material risk taker (since 1 Apr 2023)
• Ben Peters

  IRN BXP01339

  • 14. Managing investments
  • [FCA CF] Material risk taker (since 1 Apr 2023)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF1 Director (23 May 2017 to 8 Dec 2019)
  • CF30 Customer (23 May 2017 to 8 Dec 2019)
  • CF3 Chief Executive (23 May 2017 to 30 Jul 2018)
• Callum James William McPherson

  IRN CJM01468

  • [FCA CF] Material risk taker (since 1 Apr 2023)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (23 May 2017 to 8 Dec 2019)
• Charles John Roberson Park

  IRN CJP01067

  • Director of firm who is not a certification employee or a SMF manager (since 1 Jun 2020)
• Charlotte Anne Lamb

  IRN CXL00524

  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 1 Jan 2025)
  • [FCA CF] Material risk taker (since 1 Jan 2025)
  • [FCA CF] Client dealing (since 1 Jan 2025)
• Christopher Andrew Simmons

  IRN CXS01796

  • SMF1 Chief Executive (since 13 Apr 2026)
  • SMF3 Executive Director (since 1 Oct 2025)
  • [FCA CF] Material risk taker (since 23 Jun 2025)
  • [FCA CF] Manager of certification employee (since 23 Jun 2025)
• Christopher John Elliott

  IRN CJE01109

  • 14. Managing investments
  • [FCA CF] Material risk taker (since 1 Apr 2023)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (23 May 2017 to 8 Dec 2019)
• Christopher Robert Moore

  IRN CRM01110

  • 14. Managing investments
  • [FCA CF] Material risk taker (since 1 Apr 2023)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)

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