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.

• Henk Wesley Van De Beek

  IRN HXV16657

  • [FCA CF] Functions requiring qualifications (14 May 2021 to 15 Jan 2022)
  • [FCA CF] Client dealing (14 May 2021 to 15 Jan 2022)
• Henrietta Clarke

  IRN HCB01014

  • [FCA CF] Manager of certification employee (20 Jul 2022 to 16 Aug 2022)
  • [FCA CF] Significant management (25 Jan 2021 to 16 Aug 2022)
• Henrietta Manners Grimston

  IRN HMG01021

  • [FCA CF] Functions requiring qualifications (18 Feb 2020 to 6 Mar 2025)
  • [FCA CF] Client dealing (18 Feb 2020 to 6 Mar 2025)
• Hilary Schofield

  IRN HJS01082

  • CF30 Customer (17 Oct 2016 to 6 Mar 2018)
• Hina Desai

  IRN HXD00012

  • CF21 Investment Adviser (14 Jan 2004 to 2 Dec 2005)
  • CF22 Investment Adviser (Trainee) (6 Nov 2003 to 14 Jan 2004)
• Hollee Louise Vivian

  IRN HLV01012

  • [FCA CF] Manager of certification employee (20 May 2022 to 7 Feb 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 7 Feb 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Feb 2023)
• Holly Louise Rathband

  IRN HXR00112

  • [FCA CF] Client dealing (9 Aug 2023 to 20 Mar 2026)
• Hugh John Baxter Castle

  IRN HJC01062

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2025)
• Hugo Richard Shaw

  IRN HRS01013

  • [FCA CF] Material risk taker (since 1 Oct 2024)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Hugo Smith

  IRN HNS01005

  • [FCA CF] Material risk taker (since 9 Oct 2025)
  • [FCA CF] Significant management (since 1 Jan 2021)

No changes recorded yet.