Evolution FS Ltd

Date authorised
1 July 2013
Companies House
08088231
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    44 Essex Street
    London
    Westminster
    WC2R 3JF
    UNITED KINGDOM
    Phone
    +442037720700
    Web
    https://www.evolutionfs.co.uk

  • Complaints Contact

    44 Essex Street
    London
    Westminster
    WC2R 3JF
    UNITED KINGDOM
    Phone
    +442037720700

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • 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

    Show 2 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.
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • 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

    Show 1 limitation
    • · 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.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is 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”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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

    Show 1 limitation
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Mandip Kaur Rudki

    IRN MXR81059

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Marcus Craig Blase

    IRN MCB00023

    • CF30 Customer (4 Jun 2020 to 14 Dec 2022)
    • CF1 Director (AR) (4 Jun 2020 to 24 Aug 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2023)
  • Matthew John Campbell

    IRN MXC00314

    • [FCA CF] Client dealing (4 Feb 2021 to 6 Jan 2025)
    • [FCA CF] Functions requiring qualifications (4 Feb 2021 to 6 Jan 2025)
  • Rajesh Kumar Sharma

    IRN RKS00015

    • CF1 Director (AR) (29 Mar 2020 to 24 Aug 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Sep 2024)
  • Richard Sheret

    IRN RXS03410

    • 11. Pension transfer specialist
    • 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)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (31 Dec 2019 to 14 Dec 2022)
    • CF1 Director (AR) (31 Dec 2019 to 24 Aug 2021)
  • Simon Charles Leak

    IRN SCL00001

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jan 2025)
  • Syed Raza

    IRN SXR00737

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 2 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2023)
  • Victoria Trapitsyna

    IRN VXT01156

    • [FCA CF] Client dealing (9 Dec 2019 to 20 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Oct 2023)
    • CF30 Customer (10 May 2018 to 8 Dec 2019)
  • Wesley James Ash

    IRN WJA01026

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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] Client dealing (since 1 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.