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.

• Daniel Belshaw

  IRN DXB00382

  • [FCA CF] Significant management (9 Dec 2019 to 31 Aug 2023)
• Daniel Benjamin

  IRN DXB02831

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (4 Jul 2018 to 8 Dec 2019)
• Daniel Benjamin Lewis

  IRN DXL00186

  • 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 3 Mar 2023)
  • [FCA CF] Functions requiring qualifications (since 3 Mar 2023)
• Daniel Cairns

  IRN DXC08044

  • 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)
• Daniel Caps

  IRN DRC01205

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Feb 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jul 2023)
• Daniel Golding

  IRN DXG00467

  • [FCA CF] Client dealing (since 18 May 2023)
• Daniel Thomas Gray

  IRN DXG83863

  • 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] Functions requiring qualifications (since 9 Dec 2025)
  • [FCA CF] Client dealing (since 9 Dec 2025)
  • [FCA CF] Functions requiring qualifications (21 Aug 2024 to 3 Dec 2025)
  • [FCA CF] Client dealing (21 Aug 2024 to 3 Dec 2025)
• Daniel Walker

  IRN DXW00455

  • [FCA CF] Significant management (16 Mar 2022 to 31 Mar 2025)
• Danielle Cecilia Pearce

  IRN DXP00501

  • [FCA CF] Manager of certification employee (29 May 2024 to 27 Sep 2024)
  • [FCA CF] Functions requiring qualifications (29 May 2024 to 27 Sep 2024)
  • [FCA CF] Client dealing (29 May 2024 to 27 Sep 2024)
• Danisha Chadha

  IRN DXC00258

  • CF30 Customer (1 Nov 2007 to 6 Jun 2014)
  • CF21 Investment Adviser (17 Oct 2005 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (17 Oct 2005 to 31 Oct 2007)

No changes recorded yet.