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.

• Hayley Ann Jarvis

  IRN HAJ01025

  • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 31 Dec 2024)
  • [FCA CF] Client dealing (5 Sep 2022 to 31 Dec 2024)
• Hazel Bowen

  IRN HSA01030

  • [FCA CF] Functions requiring qualifications (14 May 2021 to 28 Feb 2022)
  • [FCA CF] Client dealing (14 May 2021 to 28 Feb 2022)
• Heath Pienaar

  IRN HXP00314

  • [FCA CF] Significant management (since 19 Sep 2025)
• Heather Lewis

  IRN HXD00051

  • [FCA CF] Client dealing (since 18 May 2023)
• Heather Rose Brobyn

  IRN HXB00129

  • 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 7 Jun 2024)
  • [FCA CF] Client dealing (since 7 Jun 2024)
• Hector George Danielson Millar

  IRN HXM00459

  • 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 7 Oct 2025)
  • [FCA CF] Client dealing (since 7 Oct 2025)
• Helen Isherwood

  IRN HXI00039

  • [FCA CF] Client dealing (since 26 Sep 2023)
• Helen McLachlan

  IRN HXM00130

  • [FCA CF] Manager of certification employee (since 6 Jul 2023)
• Helen McSweeney

  IRN HXM00431

  • [FCA CF] Client dealing (since 13 Aug 2024)
• Helen Taylor

  IRN HXT00150

  • [FCA CF] Manager of certification employee (since 26 Sep 2024)
  • [FCA CF] Client dealing (since 18 May 2023)

No changes recorded yet.