TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT 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

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · When dealing with retail clients, the firm may not carry out the investment activities in relation to Rolling Spot Forex, Contracts for Difference, Futures or Options.
  • · 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.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

  Show 2 limitations Hide limitations

  • · When dealing with retail clients, the firm may not carry out the investment activities in relation to Rolling Spot Forex, Contracts for Difference, Futures or Options.
  • · 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.

• Investment Setup

  For Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · When dealing with retail clients, the firm may not carry out the investment activities in relation to Rolling Spot Forex, Contracts for Difference, Futures or Options.
  • · 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

  Show 2 limitations Hide limitations

  • · When dealing with retail clients, the firm may not carry out the investment activities in relation to Rolling Spot Forex, Contracts for Difference, Futures or Options.
  • · 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.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• GERALD MICHAEL NOLAN CORBETT

  IRN GMC01151

  • CF2 Non Executive Director (17 Jun 2011 to 14 Apr 2014)
• Gail Carr

  IRN GXC01587

  • 14. Managing investments
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 18 Mar 2025)
  • [FCA CF] Functions requiring qualifications (since 18 Mar 2025)
• Gaius Trefor Griffith Jones

  IRN GTJ00006

  • CF1 Director (11 Mar 2010 to 4 Mar 2013)
  • CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2002)
• Gareth John Lewis

  IRN GJL01035

  • [FCA CF] Manager of certification employee (1 Jan 2021 to 31 Dec 2021)
  • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 31 Dec 2021)
  • [FCA CF] Client dealing (1 Jan 2021 to 31 Dec 2021)
  • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2021)
  • [FCA CF] Material risk taker (9 Dec 2019 to 31 Dec 2021)
  • CF30 Customer (13 Dec 2016 to 19 Jul 2019)
  • CF29 Significant management (2 Aug 2016 to 8 Dec 2019)
• Garry Mark Appleton

  IRN GMA00003

  • CF1 Director (2 Aug 2016 to 31 Jul 2017)
  • CF10 Compliance Oversight (10 Jul 2014 to 31 Jul 2017)
  • CF11 Money Laundering Reporting (10 Jul 2014 to 31 Jul 2017)
• Gary Moloney

  IRN GXM00239

  • [FCA CF] Manager of certification employee (since 29 Mar 2023)
• Gavin Main

  IRN GXM00404

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 14. Managing investments
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Functions requiring qualifications (since 21 Feb 2023)
  • [FCA CF] Client dealing (since 13 Dec 2021)
• Gaynor Gillespie

  IRN GXG01716

  • CF29 Significant management (14 Mar 2018 to 4 Sep 2018)
• Genevra Harriet Ilona Banszky Von Ambroz

  IRN GHB01031

  • [FCA CF] Manager of certification employee (since 3 Nov 2022)
• George Fraser

  IRN GXF00225

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 14. Managing investments
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Functions requiring qualifications (since 22 Aug 2024)
  • [FCA CF] Client dealing (since 8 May 2024)

No changes recorded yet.