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.

• Robert Mullins

  IRN RXM15539

  • [FCA CF] Client dealing (since 18 May 2023)
• Robert Skilling

  IRN RJS00033

  • 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] Manager of certification employee (since 6 Mar 2026)
  • [FCA CF] Client dealing (since 6 Mar 2026)
  • [FCA CF] Functions requiring qualifications (since 6 Mar 2026)
• Robert Talson

  IRN RXT00248

  • [FCA CF] Manager of certification employee (9 Jan 2025 to 31 Mar 2025)
• Robert Vyvian Chandler

  IRN RVC00001

  • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Dec 2024)
• Robert William Wyn Edwards

  IRN RWE00005

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Robin Colin Houghton

  IRN RCH01133

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Dec 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 6 Dec 2021)
• Robin Spencer Harper

  IRN RSH01088

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jan 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Jan 2023)
  • CF30 Customer (21 Nov 2016 to 8 Dec 2019)
• Robin Walter Charles Hill

  IRN RWH00005

  • CF21 Investment Adviser (1 Dec 2001 to 1 Apr 2007)
• Roderic Bruce William Milne

  IRN RBM00003

  • [FCA CF] Manager of certification employee (24 Nov 2021 to 2 Oct 2023)
• Rodney Hill Style

  IRN RHS00003

  • CF1 Director (1 Dec 2001 to 4 Feb 2010)

No changes recorded yet.