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.

• Iwan Roberts

  IRN HIR01001

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 17 Sep 2024)
  • [FCA CF] Client dealing (since 2 Jun 2023)
  • [FCA CF] Functions requiring qualifications (since 2 Jun 2023)
• Jack Dickinson

  IRN JXD00760

  • [FCA CF] Client dealing (since 8 Jun 2023)
• Jack Finch

  IRN JXF08808

  • 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 18 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 18 Jun 2025)
• Jack Gallagher

  IRN JXG00886

  • [FCA CF] Client dealing (since 7 Mar 2025)
• Jack McKenna

  IRN JXM13712

  • 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 23 Aug 2022)
  • [FCA CF] Client dealing (since 23 Aug 2022)
• Jack Roach

  IRN JXR00270

  • 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 14 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 14 Nov 2024)
• Jack Sleator

  IRN JXS01305

  • [FCA CF] Client dealing (18 May 2023 to 8 Nov 2024)
• Jackie Manning

  IRN JXM01377

  • [FCA CF] Manager of certification employee (since 25 Nov 2024)
  • [FCA CF] Client dealing (since 18 May 2023)
• Jacqueline Morton

  IRN JXO01234

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Aug 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 6 Aug 2021)
• Jacqueline Murphy

  IRN JXM00564

  • [FCA CF] Manager of certification employee (1 Mar 2021 to 16 Aug 2022)

No changes recorded yet.