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

  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.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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

  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.

• Buy-to-Let Start Date

• Buy-to-Let End Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 2 limitations Hide limitations

  • · 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.

• Alexander Gersh

  IRN AXG01048

  • SMF3 Executive Director (since 27 Jun 2025)
  • SMF2 Chief Finance (since 27 Jun 2025)
• Alexander Gordan Houston Bowden

  IRN AGB01086

  • [FCA CF] Material risk taker (since 9 Oct 2025)
• Alexander Grayson Newton

  IRN AGN00009

  • CF21 Investment Adviser (21 Jun 2002 to 31 Mar 2006)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 Jun 2002)
• Alexander James Hall

  IRN AJH01697

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2022)
• Alexander Murphy

  IRN AXM01874

  • [FCA CF] Client dealing (18 May 2023 to 7 Sep 2023)
• Alexander Philip Valvassura

  IRN APV00004

  • 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
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (8 Oct 2016 to 8 Dec 2019)
• Alexander Ramsay Wilkie

  IRN ARW00027

  • CF21 Investment Adviser (21 Mar 2005 to 8 Jul 2005)
  • CF22 Investment Adviser (Trainee) (9 Nov 2004 to 21 Mar 2005)
• Alexander Watson

  IRN AXW00836

  • [FCA CF] Client dealing (since 4 Jan 2024)
• Alice Hardisty

  IRN AXH00923

  • [FCA CF] Client dealing (since 18 May 2023)
• Alison Dean

  IRN ASM01183

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2025)

No changes recorded yet.