Everys Financial Services Limited
Investment and advice, Investment manager
3 Priory Court, Priory Estate, Poulton, Cirencester, GL7 5JB
Summary
Everys Financial Services Limited is a Cirencester-based investment manager. It was first authorised by the FCA in 2023. It has permissions related to insurance, investments, and pensions.
Timeline
Role appointment: Director of firm who is not a certification employee or a SMF manager (Ian Parker)
Permission update: Advising (ex Pension Transfers/Opt Outs)
Permission update: Arranging deals in investments
Firm permissions
Director of firm who is not a certification employee or a SMF manager
Ian Parker
Director of firm who is not a certification employee or a SMF manager
Mrs Amanda Jane Scott-Hopkins
Director of firm who is not a certification employee or a SMF manager
Director James Griffin
SMF17 Money Laundering Reporting Officer (MLRO)
Director James Griffin
SMF17 Money Laundering Reporting Officer (MLRO)
Mr John George Baring Hills
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Mr Bertie Edward Scott-Hopkins
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Ms Charlotte Emily de Vries
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Bertie Edward Scott-Hopkins
CPD4 - Personal recommendation on retail investments (not broker funds)
Ms Charlotte Emily de Vries
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Ms Charlotte Emily de Vries
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Bertie Edward Scott-Hopkins
FAQ
Explore more public profiles and role directories.