Evelyn Partners Discretionary Investment Management Limited

Reference number: 147103

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
02519968
Company status
Active
Company type
Private limited company
Incorporated
9 July 1990 (36 years old)
Registered office
45 Gresham Street, London, EC2V 7BG, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Muhammad Faqihuddin Mustaffa Director Jul 1990 30 Jun 2026
Mark Martin Rennison Director Aug 1960 30 Jun 2026
Christopher John Kenny Director Aug 1971 30 Jun 2026
Jakob Stott Director May 1955 30 Jun 2026
Patrice Mcdonald Pryer Director Feb 1969 30 Jun 2026
Anne Helen Richards (Dame) Director Aug 1964 30 Jun 2026
Charlotte Davies Secretary Not published 31 Mar 2024

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 4 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Stephen Holt and Company Limited
  • Tilney Discretionary Investment Management Limited
  • UK Portfolio Management Limited
  • YIG Asset Management Ltd

Names it no longer trades under

This firm has retired 5 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Ashcourt Rowan
  • Tilney
  • Tilney for Haines Watts
  • Tilney for Professionals
  • Towry Portfolio Management

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Common questions

Frequently asked questions

Is Evelyn Partners Discretionary Investment Management Limited FCA authorised?
Yes, Evelyn Partners Discretionary Investment Management Limited (FRN 147103) is authorised by the FCA to carry out regulated activities.
Is my money safe with Evelyn Partners Discretionary Investment Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Evelyn Partners Discretionary Investment Management to the Financial Ombudsman Service, free of charge.
Is Evelyn Partners Discretionary Investment Management a scam or clone?
Evelyn Partners Discretionary Investment Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Evelyn Partners Discretionary Investment Management's Firm Reference Number (FRN)?
Evelyn Partners Discretionary Investment Management's FRN is 147103. You can verify it on the FCA register.