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EV

Evelyn Partners Financial Planning Limited

aka Evelyn Partners Financial Planning Limited

Authorised FRN 136414 3.7 (28)

Contact & Location

Address
45 Gresham St, London EC2V 7BG, UK
More advisers in City of London
Opening Hours
Monday7:30 AM – 6:00 PM
Tuesday7:30 AM – 6:00 PM
Wednesday7:30 AM – 6:00 PM
Thursday7:30 AM – 6:00 PM
Friday7:30 AM – 6:00 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
1 December 2001
Years Authorised
24 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (7)
Show all permissions
  • Agreeing to carry on a regulated activity
  • Advising on Pension Transfers and Pension Opt Outs
  • Debt-counselling
  • Credit Broking
  • Making arrangements with a view to transactions in investments
  • Arranging (bringing about) deals in investments
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number
00607039
Company Status
Active
Incorporation Date
26 June 1958
Directors
10
Accounts Category
Full
Last Accounts Filed
31 December 2024
SIC Codes
64999

Team (20)

  • Paul Robert Geddes

    Approved
  • Alexander Gersh

    Approved
  • Katarina Alderson

    Approved
  • Meghan Woodwards

    Approved
  • Sally Ann Boyle

    Approved
  • Bahador Mahvelati

    Approved
  • Bindesh Savjani

    Approved
  • Christopher Montague Grigg

    Approved
  • Susan Miller-Jones

    Approved
  • Alec Merrett

    Approved
  • Emma Louise Sterland

    ApprovedCertified
  • Jonathan Dark

    ApprovedCertified
  • Elizabeth Korur

    ApprovedCertified
  • Carla Stent

    ApprovedCertified
  • Christopher John Kenny

    ApprovedCertified
  • Jack Finch

    Certified
  • Paul Ridley

    Certified
  • Robert Frampton

    Certified
  • George James Uglow

    Certified
  • Stacey Seaborne

    Certified

Google Reviews

3.7

28 reviews on Google

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Quick Facts

  • London, London
  • 24 years FCA-authorised
  • 20 registered individuals
  • 4 specialisms
  • 7 FCA permissions
  • CH 00607039

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Data Sources

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.