EVOLUTION WEALTH NETWORK LIMITED

• Principal Place of Business

  Holmwood House

  Broadlands Business Campus

  Langhurstwood Road

  Horsham

  West Sussex

  RH12 4QP

  UNITED KINGDOM

  Phone

  +441403334455

  Web

  https://www.evowealth.co.uk

• Complaints Contact

  Holmwood House

  Broadlands Business Campus

  Langhurstwood Road

  Horsham

  West Sussex

  RH12 4QP

  UNITED KINGDOM

  Phone

  +441403334455

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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 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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

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

• Equity Release Arranging

  For Customer, Home reversion plans

• 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 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 2 limitations Hide limitations

  • · Limited to counselling provided in connection with investment advice or advice on buy to let mortgage
  • · 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”.

• Equity Release Setup

  For Customer, Home reversion plans

• 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 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.

• David White

  IRN DJW01420

  • [FCA CF] Material risk taker (1 Jan 2022 to 19 Feb 2023)
  • SMF3 Executive Director (9 Dec 2020 to 9 Oct 2023)
  • CF2 Non Executive Director (AR) (30 Jun 2020 to 9 Oct 2023)
  • CF1 Director (AR) (25 Apr 2017 to 15 Mar 2018)
• Edward Dymott

  IRN EXD81693

  • SMF3 Executive Director (since 8 Mar 2022)
  • SMF1 Chief Executive (since 8 Mar 2022)
  • CF2 Non Executive Director (AR) (since 17 Sep 2021)
  • Responsible for Insurance Distribution (9 Mar 2022 to 30 Jun 2025)
  • Responsibility for MCD Intermediation (9 Mar 2022 to 30 Jun 2025)
  • CF1 Director (AR) (2 Mar 2022 to 22 Aug 2023)
  • [FCA CF] Material risk taker (1 Jan 2022 to 9 Oct 2025)
• Ellis William Batchelor

  IRN EWB00006

  • [FCA CF] Significant management (2 Nov 2022 to 31 Jan 2025)
• Emily Petersen

  IRN EXM01507

  • CF1 Director (AR) (22 Aug 2022 to 22 Aug 2023)
• Emma Elizabeth Huntington

  IRN EEH01024

  • CF1 Director (AR) (11 Jul 2016 to 21 Apr 2017)
• Gareth David Jenkins

  IRN GDJ01032

  • CF1 Director (AR) (29 Jun 2017 to 15 Mar 2018)
• Gemma Gore

  IRN GXI01034

  • [FCA CF] Material risk taker (since 1 Oct 2025)
  • [FCA CF] Significant management (since 1 Oct 2025)
• Gillian Hepburn

  IRN GXH00114

  • [FCA CF] Material risk taker (1 Feb 2025 to 30 Sep 2025)
  • SMF3 Executive Director (26 Mar 2024 to 30 Sep 2025)
• Glen Bastick

  IRN GXB01789

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 9A. Advising on P2P agreements
  • 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
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 22 Dec 2017)
• Graham John Lewis

  IRN GJL00009

  • CF1 Director (AR) (20 Apr 2016 to 10 Jun 2021)

• E W Smith & Co Ltd (no longer appointed)

  FRN 616268 · Appointed 24 Feb 2014 · Until 27 Feb 2014

No changes recorded yet.