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

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  • · 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

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  • · 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

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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.

• 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.

• Antonio Aguiar

  IRN AXA01627

  • 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
  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 2 Mar 2026)
  • [FCA CF] Client dealing (since 26 Feb 2025)
• Antony Graeme Cant

  IRN AGC01124

  • CF28 Systems and controls (5 Jan 2009 to 27 Apr 2009)
• Arthur Robert Bridges

  IRN ARB00034

  • CF10 Compliance Oversight (1 Dec 2001 to 17 Mar 2003)
  • CF1 Director (1 Dec 2001 to 7 Oct 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2002)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 17 Mar 2003)
• Atif Latif

  IRN AXL01407

  • 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] Client dealing (since 14 Dec 2023)
  • [FCA CF] Functions requiring qualifications (since 14 Dec 2023)
• Bahador Mahvelati

  IRN BXM00504

  • SMF24 Chief Operations (since 19 May 2025)
  • [FCA CF] Manager of certification employee (7 Apr 2025 to 18 May 2025)
  • [FCA CF] Significant management (18 Mar 2025 to 18 May 2025)
• Ben Cable

  IRN BRC01035

  • 17. Administrative functions in relation to managing investments
  • [FCA CF] Significant management (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (17 Oct 2014 to 20 Aug 2015)
• Ben Griffiths

  IRN BXG01385

  • [FCA CF] Client dealing (9 Dec 2019 to 26 Jun 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Jun 2023)
• Benjamin Oliver Seager-Scott

  IRN BXS01648

  • [FCA CF] Significant management (9 Dec 2019 to 14 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 14 Mar 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Mar 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 14 Mar 2024)
  • CF30 Customer (9 Dec 2016 to 8 Dec 2019)
• Benjamin Peter Roberts

  IRN BPR01028

  • [FCA CF] Client dealing (9 Dec 2019 to 14 Oct 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Oct 2022)
• Benjamin Spencer Plimley

  IRN BXP00084

  • [FCA CF] Functions requiring qualifications (28 Sep 2021 to 17 Jun 2022)
  • [FCA CF] Client dealing (10 Dec 2020 to 17 Jun 2022)

No changes recorded yet.