Important regulatory information from Evenlode Investment

Please read this section which contains the legal and regulatory restrictions which apply to any investment in our products or services referred to in this website.

It is important to remember the value of investments and any income from them may go down as well as up, so you may get back less than you invested.

Past performance cannot be relied upon as a guide to future performance.

The information on this website does not in any way constitute investment, tax, legal or other advice. If you are in any doubt about any of the information on this website please consult your financial or other professional adviser.


Evenlode Investment Management Limited is authorised and regulated by the Financial Conduct Authority. The company is entered on the Financial Conduct Authority’s register. The company number is 10378518 and the FCA number is 767844. You can access the Financial Conduct Authority’s register on the FCA website for more information.


Evenlode Investment Management Limited is a subsidiary company of The Oak Investment Partnership, an employee owned Partnership of companies which includes Wise Investment, an independent wealth management and financial planning business and Wise Funds, multi-asset fund management business.


Pillar 3 Disclosures

The document below sets out our Pillar 3 disclosures as required by the Basle II Accord implemented in the European Union through the Capital Requirements Directive.

The Oak Investment Partnership Pillar 3 Disclosure 

Conflicts of Interest

The document below sets out Evenlode Investment's Conflicts of Interest policy as of November 2018.

Evenlode Investment Management Conflicts of Interest

Corporate Social Responsibility (CSR)

Evenlode Investment Management has it's own CSR policy as an addendum to The Oak Investment Partnership's CSR policy which can be found on The Oak Investment Partnership website

Evenlode Investment Management CSR Policy 


If you feel you need to make a complaint in the first instance please either email us at [email protected] or call us on 01608 695200. You can also write to us at:

Evenlode Investment Management Ltd

The Long Barn

Chalford Park Barns

Oxford Road

Chipping Norton



Alternatively, the Financial Ombudsman Service provides a free, independent service for customers to solve disputes with financial firms. It will only step in once we have had the opportunity to investigate matters so please contact us first and will do all we can to help you.

If you are not satisfied with our final response or if 8 weeks have passed since you first let us know about your concerns, you can ask the Financial Ombudsman to review your complaint.

You can contact them in the following ways:

By phone: 0800 234 567

By mobile: 0300 123 9123

By email: [email protected]

By post: The Financial Ombudsman Service, South Quay Plaza, 183 Marsh Wall, London, E14 9SR

Order Execution Policy

RTS 28 Report 2019

RTS 28 Report 2020 

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