HW Financial Services 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

• 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

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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, 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.

• Buy-to-Let Start Date

• Buy-to-Let End Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity
  • · Limited to debt counselling which is provided in connection with investment advice and buy-to-let mortgages

• 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.

• Christopher Henderson

  IRN CAH01248

  • CF30 Customer (22 Dec 2016 to 8 Dec 2019)
• Christopher Hughes

  IRN CXH01537

  • [FCA CF] Client dealing (since 18 May 2023)
• Christopher James Yardley

  IRN CJY01017

  • 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)
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 2 Mar 2022)
  • [FCA CF] Functions requiring qualifications (since 2 Mar 2022)
• Christopher John Copley

  IRN CJC01281

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2023)
• Christopher John Kenny

  IRN CJK01016

  • [FCA CF] Material risk taker (since 9 Oct 2025)
  • [FCA CF] Manager of certification employee (since 7 Jun 2022)
  • [FCA CF] Significant management (since 1 Jan 2021)
• Christopher John Sheard

  IRN CJS01240

  • CF30 Customer (2 Jun 2011 to 24 May 2016)
• Christopher Jon Pell

  IRN CJP01190

  • [FCA CF] Material risk taker (since 1 Oct 2024)
  • Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2020)
• Christopher Kevin Woodhouse

  IRN CKW00005

  • SMF3 Executive Director (9 Dec 2019 to 14 Aug 2023)
  • SMF1 Chief Executive (9 Dec 2019 to 14 Aug 2023)
  • Responsible for Insurance Distribution (1 Oct 2018 to 16 Dec 2020)
  • Responsibility for MCD Intermediation (26 Oct 2017 to 14 Aug 2023)
  • Responsible for Insurance Mediation (26 Oct 2017 to 30 Sep 2018)
  • CF3 Chief Executive (30 Sep 2017 to 8 Dec 2019)
  • CF1 Director (30 Sep 2017 to 8 Dec 2019)
• Christopher Lloyd Hill

  IRN CLH01101

  • CF30 Customer (27 Feb 2017 to 11 Dec 2018)
• Christopher McVeigh

  IRN CXM00336

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)

No changes recorded yet.