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.

• Samuel Strange

  IRN SXS84957

  • 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 19 Jan 2023)
  • [FCA CF] Client dealing (since 19 Jan 2023)
• Sara Louise Williams

  IRN SLW01104

  • [FCA CF] Client dealing (since 19 Sep 2023)
• Sarah Finnigan

  IRN SXF00113

  • [FCA CF] Client dealing (since 13 Mar 2026)
• Sarah Gard

  IRN SXG00669

  • [FCA CF] Client dealing (since 30 May 2023)
• Sarah Grimley

  IRN SXG00263

  • [FCA CF] Functions requiring qualifications (10 Sep 2020 to 18 Jan 2023)
  • [FCA CF] Client dealing (10 Sep 2020 to 18 Jan 2023)
  • [FCA CF] Manager of certification employee (10 Sep 2020 to 18 Jan 2023)
• Sarah Harris

  IRN SXH01003

  • [FCA CF] Client dealing (since 30 May 2023)
• Sarah Jane Caruana

  IRN SJC01450

  • [FCA CF] Client dealing (since 17 Nov 2025)
• Sarah Lodge

  IRN SXL00620

  • [FCA CF] Client dealing (26 Jun 2023 to 22 May 2024)
• Sarah Louise Crowley

  IRN SLC01141

  • [FCA CF] Functions requiring qualifications (4 Oct 2022 to 27 Feb 2026)
  • [FCA CF] Client dealing (4 Oct 2022 to 27 Feb 2026)
• Scott Bullen

  IRN SXB01212

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

No changes recorded yet.