Everys Financial Services Limited

• Principal Place of Business

  3 Priory Court

  Priory Estate

  Poulton

  Cirencester

  GL7 5JB

  UNITED KINGDOM

  Phone

  +441285283800

  Web

  https://www.execapman.com

• Complaints Contact

  3 Priory Court

  Priory Estate

  Poulton

  Cirencester

  Gloucestershire

  GL7 5JB

  UNITED KINGDOM

  Phone

  +441392717122

• 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, Structured Deposits, 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 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, Structured Deposits, 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.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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.

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, 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.

• 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, Structured Deposits, 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, 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.

• Amanda Jane Scott-Hopkins

  IRN AJS01583

  • Director of firm who is not a certification employee or a SMF manager (since 23 Apr 2024)
• Bertie Edward Scott-Hopkins

  IRN BXS46297

  • 14. Managing investments
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • SMF3 Executive Director (since 16 Apr 2024)
  • [FCA CF] Functions requiring qualifications (since 12 Jan 2024)
  • [FCA CF] Client dealing (since 12 Jan 2024)
• Charlotte Emily de Vries

  IRN CXC00785

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 14. Managing investments
  • 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 11 Jun 2025)
  • SMF3 Executive Director (since 16 Apr 2024)
• James Griffin

  IRN JXG01763

  • Director of firm who is not a certification employee or a SMF manager (since 21 Apr 2023)
  • SMF16 Compliance Oversight (21 Nov 2023 to 8 Aug 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (21 Nov 2023 to 16 Dec 2024)
  • SMF3 Executive Director (21 Nov 2023 to 8 Aug 2024)
• John George Baring Hills

  IRN JGH00006

  • Responsible for Insurance Distribution (since 16 Jan 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 12 Dec 2024)
  • SMF3 Executive Director (since 25 Apr 2024)
  • SMF16 Compliance Oversight (since 25 Apr 2024)
• Nicholas Simon Wills

  IRN NSW01022

  • [FCA CF] Client dealing (21 Nov 2023 to 7 Apr 2026)
  • [FCA CF] Functions requiring qualifications (21 Nov 2023 to 7 Apr 2026)
• Vincent John Hawkes

  IRN VJH00016

  • [FCA CF] Client dealing (21 Nov 2023 to 20 Jun 2025)
  • [FCA CF] Functions requiring qualifications (21 Nov 2023 to 20 Jun 2025)

No changes recorded yet.