Evelyn Partners
Evelyn Partners is a wealth management and professional services group in the UK. They offer a range of services to individuals, families, and businesses in the UK, Ireland, and the Channel Islands. The company has nearly 200 years of experience.
- Tax planning
- Pensions advisory
- Financial planning
- Investment management
- Business outsourcing services
- Corporate finance and transactions
Locations
Digital Popularity
Competitors
Lanner Capital is a wealth management firm based in the City of London, formed to provide innovative solutions tailored to clients' individual situations.
Hundle is a modern family office that provides tailored advice across investment management, wealth structuring, credit, and corporate finance.
Oracle Financial Planning Limited is dedicated to providing exceptional financial planning and investment services.
Company Details
Evelyn Partners is operated by Evelyn Partners Limited and is a Dissolved company incorporated on 29 April 2020 with the registered office located in St. Albans, Hertfordshire. Evelyn Partners Limited was registered 5 years ago.
Status
Dissolved
Size
Micro
Directors
1
Age
5 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£43.17K
Cash in Bank
Unreported
Total Liabilities
-£24.9K
Teams
2,535
1,414
950
250
202
137
30
Product Lead / Platform Owner • Joined Jun 2023
Partner & Team Head • Joined Jul 2022
Executive Director • Joined Jun 2022
Chief Business Development Director
Partner, Head Of Office • Joined Dec 2024
Product Owner • Joined Jan 2023
Partner - Chartered Wealth Manager • Joined Jan 2020
Principal Engineer • Joined Oct 2023
Associate Director/L&D Business Partner/Project Manager • Joined Sep 2020
Partner • Joined Apr 2002
Executive Director • Joined Jun 2022
Product Owner • Joined Jan 2023
Principal Engineer • Joined Oct 2023
Associate Director/L&D Business Partner/Project Manager • Joined Sep 2020
Partner • Joined Apr 2002
Partner • Joined Jul 2024
Partner • Joined Nov 2018
Partner • Joined May 2016
Partner
Partner • Joined Mar 2005
Partner, Head Of National Tax • Joined Aug 2019
Tax Partner • Joined Jun 2022
Tax Partner • Joined Jan 2008
Audit Partner • Joined May 2022
Tax Partner • Joined Aug 2006
Tax Partner • Joined Jan 2023
Tax Partner • Joined Feb 2023
Group Chief Financial Officer • Joined Sep 2020
Group Chief Risk Officer • Joined Sep 2023
Partner, Investment Management • Joined Jun 2022
Product Owner • Joined Jan 2023
Digital Product Owner • Joined Oct 2022
Chief Digital Officer • Joined Jun 2021
DevOps Lead
Lead Cloud Engineer • Joined Jan 2024
Service Design Lead • Joined Nov 2021
Software Test Lead • Joined Jun 2022
Project Manager • Joined Mar 2024
Project Manager • Joined Jan 2024
Project Manager • Joined Oct 2019
Lead Client Relationship Manager • Joined Aug 2024
Director, Senior Portfolio Manager • Joined Jun 2003
Business Development Director, Regional Head • Joined Sep 2021
Senior Client Partner • Joined Sep 2024
Senior Client Partner • Joined Jan 2025
Vetting Executive • Joined Feb 2025
Assistant Manager • Joined Aug 2023
Assistant Manager • Joined Mar 2023
Assistant Manager • Joined Oct 2021
Assistant Manager • Joined Jun 2022
HR Business Partner • Joined Mar 2022
HR Business Partner • Joined Aug 2022
HR Business Partner • Joined Sep 2023
HR Business Partner • Joined Feb 2025
HR Business Partner • Joined Jun 2022
HR Business Partner • Joined Jul 2024
HR Business Partner • Joined Jul 2021
HR Business Partner • Joined Feb 2021
Executive Assistant • Joined Dec 2018
Executive Secretary • Joined Sep 2021
Training Lead • Joined Mar 2023
Lead Sourcing Specialist • Joined Jan 2025
Lead Sourcing Specialist • Joined Aug 2024
Senior Talent Acquisition Partner • Joined Feb 2024
CASS Manager • Joined Aug 2023
Compliance Director • Joined Apr 2022
Support Assistant Manager • Joined Nov 2023
Head Of Assurance • Joined Mar 2022
Lead Sourcing Specialist - Evelyn Partners • Joined Feb 2024
Talent Community Manager • Joined Feb 2025
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