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.

• Minaz Kasmani

  IRN MXK01749

  • CF30 Customer (9 Nov 2016 to 30 Oct 2017)
• Mo Johnson

  IRN MXJ00394

  • [FCA CF] Manager of certification employee (since 3 Oct 2024)
  • [FCA CF] Client dealing (since 21 Jun 2023)
• Mohammed Raihaan Shahid

  IRN MRS01239

  • CF30 Customer (5 Aug 2016 to 29 Apr 2019)
• Muhammad Mustaffa

  IRN MXM00842

  • [FCA CF] Material risk taker (since 18 Sep 2025)
• NADINE Perry

  IRN NHJ00006

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 27 Mar 2024)
• Nadia Ansary-Clark

  IRN NXA01140

  • [FCA CF] Client dealing (since 18 May 2023)
• Nadia Atanasov

  IRN NXA13792

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
• Natalie Dawn Wright

  IRN NDW01061

  • CF30 Customer (27 Jun 2012 to 21 Aug 2013)
• Natalie Modeley

  IRN NXM00554

  • [FCA CF] Client dealing (since 21 Feb 2024)
• Natalie Tring

  IRN NXT00202

  • [FCA CF] Client dealing (18 May 2023 to 25 Apr 2025)

No changes recorded yet.