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
949
705
506
196
194
58
Product Lead / Platform Owner • Joined Jun 2023
Partner & Team Head • Joined Jul 2022
Executive Director • Joined Jun 2022
Chief Business Development Director
Product Owner • Joined Jan 2023
Partner, Head Of Office • Joined Dec 2024
Principal Engineer • Joined Oct 2023
Partner - Chartered Wealth Manager • Joined Jan 2020
Associate Director/L&D Business Partner/Project Manager • Joined Sep 2020
Partner • Joined Nov 2023
Partner, Head Of National Tax • Joined Aug 2019
Tax Partner • Joined Jan 2008
Tax Partner • Joined Aug 2006
Tax Partner • Joined Jan 2023
Tax Partner • Joined Jun 2022
Tax Partner • Joined Feb 2023
Audit Partner • Joined May 2022
Group Chief Financial Officer • Joined Sep 2020
Group Chief Risk Officer • Joined Sep 2023
Partner, Financial Planning • Joined Jan 2019
Executive Director • Joined Jun 2022
Principal Engineer • Joined Oct 2023
Director - Investment Manager • Joined Aug 2014
Director, Investment Manager • Joined Mar 2023
Director, Investment Manager • Joined Jun 2013
Director, Investment Manager • Joined Mar 2024
Partner, Head Of National Tax • Joined Aug 2019
Director, Senior Portfolio Manager • Joined Jun 2003
Managing Partner • Joined Aug 2010
Managing Partner • Joined Jun 2022
Partner • Joined Nov 2023
Partner • Joined Aug 2024
Partner • Joined Nov 2022
Partner • Joined May 2018
Partner • Joined Mar 2023
Partner • Joined Feb 2015
Partner • Joined Apr 2023
Partner • Joined Sep 2023
Partner • Joined Jul 2022
Partner • Joined Aug 1999
Lead Client Relationship Manager • Joined Aug 2024
Senior Client Partner • Joined Sep 2024
Transaction Services Partner • Joined May 2023
Senior Client Partner • Joined Jan 2025
Client Manager • Joined Mar 2024
Account Manager • Joined Apr 2020
Client Manager • Joined Sep 2023
Client Manager • Joined Mar 2024
Client Manager • Joined Aug 2005
Relationship Manager • Joined Jul 2020
HR Business Partner • Joined Jul 2024
HR Business Partner • Joined Jul 2021
HR Business Partner • Joined Feb 2025
HR Business Partner • Joined Sep 2023
HR Business Partner • Joined Aug 2022
HR Business Partner • Joined Mar 2022
HR Business Partner • Joined Jun 2022
HR Business Partner • Joined Feb 2021
Executive Assistant • Joined Dec 2018
Executive Secretary • Joined Sep 2021
Product Owner • Joined Jan 2023
Delivery Lead • Joined Feb 2022
Delivery Lead • Joined Jun 2022
Vetting Executive • Joined Feb 2025
Advisory Compliance Business Partner • Joined Dec 2024
Bid Manager • Joined Apr 2022
Implementation Manager • Joined Mar 2025
Outsourcing Manager • Joined Aug 2023
Implementation Manager • Joined Apr 2022
Outsourcing Manager • Joined Aug 2024
View 2,535 members