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.

• Gurdeep Saini

  IRN GKS01031

  • 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 17 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 17 Dec 2025)
• Hanna Butler

  IRN HXB00270

  • [FCA CF] Client dealing (30 May 2023 to 20 May 2024)
• Hannah Angell

  IRN HXT00152

  • [FCA CF] Client dealing (18 May 2023 to 16 Apr 2025)
• Hannah Henderson

  IRN HXH00219

  • [FCA CF] Client dealing (since 18 May 2023)
• Hannah Taylor-Hill

  IRN HXT00151

  • [FCA CF] Client dealing (since 18 May 2023)
• Harjinder Singh

  IRN HXS00013

  • CF30 Customer (6 Oct 2015 to 7 Dec 2015)
• Harrison James Boar

  IRN HJB01090

  • [FCA CF] Client dealing (15 May 2023 to 18 Feb 2026)
  • [FCA CF] Functions requiring qualifications (15 May 2023 to 18 Feb 2026)
• Harrison Jones

  IRN HXJ00113

  • [FCA CF] Functions requiring qualifications (4 Apr 2024 to 21 Feb 2025)
  • [FCA CF] Client dealing (4 Apr 2024 to 21 Feb 2025)
• Harry Drake

  IRN HXD00194

  • [FCA CF] Client dealing (since 4 Apr 2024)
• Hasan Iqbal

  IRN HXI00052

  • 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 24 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 24 Jul 2025)

No changes recorded yet.