Evelyn Partners Investment Services Limited

Name: Evelyn Partners Investment Services Limited
Address: 45 Gresham Street, London, EC2V 7BG, GB
Telephone: 020 7131 4000
Price range: $$
Rating: 3.7

aka Evelyn Partners Investment Services Limited

Authorised FRN 131816 3.7 (28)

Contact & Location

Address

45 Gresham St, London EC2V 7BG, UK

More advisers in City of London

Phone

020 7131 4000

Website

evelyn.com

View on Google Maps

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

Specialisms

Alternative Investments Mortgages Wealth Management Investments Pensions Retirement

Regulatory Information

FRN: 131816
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (14)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Sending dematerialised instructions
✓Causing dematerialised instructions to be sent
✓Advising on P2P agreements
✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
✓Credit Broking
✓Safeguarding and administration of assets (without arranging)
✓Managing investments
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 00976145
Company Status: Active
Incorporation Date: 2 April 1970
Directors: 10
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 66120

Team (20)

Sally Ann Boyle
Approved
DAVID EDWARD PARK
Approved
Bahador Mahvelati
Approved
Katarina Alderson
Approved
Alexander Gersh
Approved
Paul Robert Geddes
Approved
Alec Merrett
Approved
Bindesh Savjani
Approved
Meghan Woodwards
Approved
Susan Miller-Jones
Approved
Christopher Montague Grigg
Approved
Christopher John Kenny
ApprovedCertified
Jonathan Dark
ApprovedCertified
Emma Louise Sterland
ApprovedCertified
Carla Stent
ApprovedCertified
Charlotte Davies
Certified
Hugo Richard Shaw
Certified
Sonia Baldock
Certified
Philip Jeffery Grundy
Certified
Adam Parker
Certified

Google Reviews

3.7

28 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

London, London
24 years FCA-authorised
20 registered individuals
6 specialisms
14 FCA permissions
CH 00976145

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.