Evelyn Partners
Evelyn Partners Discretionary Investment Management Limited
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How we verify.
Licences on file
3
in United Kingdom
Regulator
Class
Mid-size
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Licences on the register 3 licences across 1 jurisdiction
Identity
Legal entity
Evelyn Partners Discretionary Investment Management Limited
Reg. number
02519968
Former names
Towry Portfolio Management · Tilney for Professionals · Tilney for Haines Watts · Tilney · Ashcourt Rowan · YIG Asset Management Ltd · UK Portfolio Management Limited · Tilney Discretionary Investment Management Limited · Stephen Holt and Company Limited
Contact
Address
45 Gresham Street, London, EC2V 7BG, UNITED KINGDOM
Phone
Permissions
Services
Advising on P2P agreements
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Agreeing to carry on a regulated activity
Arranging (bringing about) deals in investments
Arranging safeguarding and administration of assets
Causing dematerialised instructions to be sent
Dealing in investments as agent
Making arrangements with a view to transactions in investments
Managing investments
Instruments
Certificates representing certain security
Commodity Future
Commodity option and option on commodity future
Debenture
Funeral plan contract
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)
Share
Stakeholder pension scheme
Unit
Warrant
Identity
Legal entity
Evelyn Partners Investment Management Services Limited
Reg. number
02830297
Former names
Bestinvest Powered by Tilney · Tilney Investment Management Services Limited · Evelyn Partners Investment Management Services · Bestinvest (Brokers) Plc · Bestinvest (Brokers) Limited · Best Investment Ltd · Best Investment Brokers Plc
Contact
Address
45 Gresham Street, London, EC2V 7BG, UNITED KINGDOM
Phone
Permissions
Services
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Agreeing to carry on a regulated activity
Arranging (bringing about) deals in investments
Arranging safeguarding and administration of assets
Credit Broking
Dealing in investments as agent
Making arrangements with a view to transactions in investments
Managing investments
Instruments
Certificates representing certain security
Commodity Future
Commodity option and option on commodity future
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
Identity
Legal entity
Evelyn Partners Investment Management LLP
Reg. number
OC369632
Former names
Cunningham Coates Stockbrokers · Cunningham Coates · SWIM Newco LLP · Smith & Williamson Investment Management LLP
Contact
Address
45 Gresham Street, London, EC2V 7BG, UNITED KINGDOM
Phone
Permissions
Services
Advising on P2P agreements
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Agreeing to carry on a regulated activity
Arranging (bringing about) deals in investments
Arranging safeguarding and administration of assets
Credit Broking
Dealing in investments as agent
Making arrangements with a view to transactions in investments
Managing investments
Instruments
Certificates representing certain security
Commodity Future
Commodity option and option on commodity future
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
Unit
Warrant
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