Registered details

The Evelyn Partners group of companies (the “Group”) is comprised of:

Evelyn Partners Limited, registered in England and Wales, No. 08741768 with registered office at 45 Gresham Street, London EC2V 7BG and any subsidiary of Evelyn Partners Limited from time to time.

The Group includes the following entities all of which are authorised and regulated by the Financial Conduct Authority, except where otherwise stated, and the registered office for all of the below is 45 Gresham Street, London EC2V 7BG unless stated otherwise.

Evelyn Partners LLP
Registered in England No. OC 369631. Regulated by the Institute of Chartered Accountants in England & Wales for a range of investment business activities.

Evelyn Partners Asset Management Limited
Registered in England and Wales, No. 03900078, FRN: 223074.
Evelyn Partners Asset Management Limited is also a Registered Investment Adviser with the Securities and Exchange Commission (SEC). The relevant provisions of the Investment Advisers Act of 1940 apply only with respect to its dealings with US clients. You can check registration on the SEC’s Investment Adviser Public Disclosure website at https://www.adviserinfo.sec.gov/.

Evelyn Partners Channel Islands Limited
Registered in Jersey Registration No. 109157. Registered Office: 3rd Floor Weighbridge House Liberation Square St Helier Jersey JE2 3NA.

Evelyn Partners Corporate Finance Limited
A member of the London Stock Exchange. Registered in England No. 4533970. Authorised and regulated by the Financial Conduct Authority. FRN: 216729 A member of Oaklins International Inc.

Evelyn Partners Discretionary Investment Management Limited
Registered in England and Wales, No. 02519968, FRN: 147103.

Evelyn Partners Financial Planning Limited
Registered in England and Wales, No. 00607039, FRN: 136414.

Evelyn Partners Financial Services Limited
Registered in England No. 3133226. Authorised and regulated by the Financial Conduct Authority. FRN: 180563.

Evelyn Partners Fund Solutions Limited
Registered in England No. 1934644. Authorised and regulated by the Financial Conduct Authority. FRN: 122401.

Evelyn Partners International Limited
Registered in Jersey No. 120252. Regulated by the Jersey Financial Services Commission. Registration number 120252.

Evelyn Partners Investment Management LLP
Registered in England No. OC 369632. Authorised and regulated by the Financial Conduct Authority. FRN 580531.

Evelyn Partners Investment Management Services Limited
Registered in England and Wales, No. 02830297, FRN: 165169.

Evelyn Partners Investment Management (Europe) Limited
Registered in Ireland No 637154 Regulated by the Central Bank of Ireland No. C188044. Registered Office: Alexandra House, 3 Ballsbridge Park, Ballsbridge, Dublin D04 C7h2.

Evelyn Partners Investment Services Limited
Registered in England No. 976145. Authorised and regulated by the Financial Conduct Authority in the UK.FRN: 131816. Regulated by the Central Bank of Ireland for conduct of business rules No. C24706.

Evelyn Partners Employment Services Limited
Registered in Ireland No. 452593. Authorised to carry on investment business by the Institute of Chartered Accountants in Ireland. Registered Office: Paramount Court, Corrig Road, Sandyford Business Park, Dublin 18, Ireland.

Evelyn Partners Pensioneer Trustee Limited
Registered in Ireland at Registered Office: Alexandra House, 3 Ballsbridge Park, Ballsbridge, Dublin 4, D04 C7H2 Ireland No. 496357.

Evelyn Partners Securities
Registered in England and Wales, No. 02010520, FRN: 124255.

Evelyn Partners Services (Ireland) Limited
Registered in Ireland No. 452593. Registered Office: Paramount Court, Corrig Road, Sandyford Business Park, Dublin 18, Ireland.

Evelyn Partners Trust Corporation Limited
Registered in England No.02013947.

Bestinvest (Consultants) Limited
Registered in England and Wales, No. 01550116, FRN: 125308.

HW Financial Services Limited
Registered in England and Wales, No. 02030706, FRN: 134190.

HFS Milbourne Financial Services Limited
Registered in England No. 2061008. Authorised and regulated by the Financial Conduct Authority. FRN: 125051.

HFS Hamlyns Financial Services Limited
Registered in England No. 4398188. Appointed Representative of HFS Milbourne Financial Services Limited.

HFS Feltons Financial Services Limited
Registered in England No. 4294733. Appointed Representative of HFS Milbourne Financial Services Limited.

Index Fund Advisors Limited
Registered in England and Wales, No. 05083397, FRN: 402904.

Smith & Williamson Corporate Services Limited
Registered in England No. 3120999.

Smith & Williamson Holdings Limited
Registered in England No. 4533948.

Smith & Williamson Investment Management (Ireland) Limited
Registered in Ireland No 319630. Regulated by the Central Bank of Ireland No. C24846. Registered Office: Trinity Point, 10/11 Leinster Street South, Dublin 2.

Smith & Williamson Trustees Limited
Registered in England No.02998714.

Tilney Discretionary Portfolio Management Limited:
Registered in England and Wales, No. 00793636, FRN: 142989.

Tilney Asset Management Services Limited
Registered in England and Wales, No. 03691998, FRN: 189997.

You can check the regulatory permissions for these companies on the Financial Services Register by visiting the FCA’s website: https://register.fca.org.uk.

The following companies sit independently outside the Group but the Group provides professional resources and certain services to the following companies under the terms of a formal agreement on an arm's length basis:
CLA Evelyn Partners Limited
Registered in England at 45 Gresham Street, London EC2V 7BG. No. 04469576.
Registered to carry on audit work in the UK and Ireland and regulated by the Institute of Chartered Accountants in England and Wales for a range of Investment business activities.

CLA Evelyn Partners (Ireland) Limited
Registered in Ireland at Paramount Court, Corrig Road, Sandyford Business Park, Dublin D18 R9C7. No 627174.

Further information about the Group can be found on the following websites:
www.evelyn.com
www.bestinvest.co.uk

The VAT number for the Group is 918 5550 07
Tel: 020 7131 4000
Email: contact@evelyn.com