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.

• Johnross Busby-Cartwright-Owen

  IRN JXC02632

  • 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 4 Jun 2021)
  • [FCA CF] Functions requiring qualifications (since 4 Jun 2021)
• Jonathan Burch

  IRN JXB00991

  • [FCA CF] Client dealing (since 30 May 2023)
  • [FCA CF] Manager of certification employee (since 30 May 2023)
• Jonathan Dark

  IRN JXD02448

  • [FCA CF] Material risk taker (since 20 Aug 2025)
  • [FCA CF] Significant management (since 16 Sep 2020)
• Jonathan Edward Abbott

  IRN JEA01088

  • 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 9 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
• Jonathan Lindsay Mclaren Craig

  IRN JLC01122

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Feb 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Feb 2022)
• Jonathan Mark Allwright

  IRN JMA00007

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Apr 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 5 Apr 2023)
• Jonathan Neale

  IRN JXN01218

  • CF30 Customer (23 Jan 2013 to 8 Feb 2013)
• Jonathan O'Brien

  IRN JXO00311

  • [FCA CF] Client dealing (since 25 Oct 2024)
• Jonathan Parfitt

  IRN JXP00740

  • 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 9 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
• Jonathan Paul Asquith

  IRN JPA00025

  • CF2 Non Executive Director (29 Mar 2018 to 31 Jul 2019)

No changes recorded yet.