Evelyn Partners is one of UK’s leading integrated wealth management and professional services group.

Finance

Evelyn Partners

Evelyn Partners' headquarters in London, United Kingdom

The Glasgow office specializes in financial planning, investment management, and operational support services.

Glasgow

The Onslow St Guildford office focuses on investment management and financial planning, supporting client needs and strategic growth.

Onslow St Guildford

Chris Woodhouse

David Smith

Bindesh Savjani

Sarah Harvey

Crawford Armstrong

Alison Fitzsimons

Daniel Knopp Chartered McSi

Alex Balfour

Kyle Bailey

Daniel Cairns Chartered Apfs

Christopher Henderson

Charlotte Spratt

Anna Sharp Fpfs

Henry Elston

Sally Beresford

Stephen Greenaway

Carl Green Tep

Claire Griffin

Gary Fenemore

Andrew Middleton

John Erskine

Bahador Mahvelati

Bennedetta Peto

Andrew Wilkes

Karen Ciccarello

Paul Geddes

Jason Hollands

Martin Horton

Charlotte Davies

Gavin White

Philip Muelder

Keith Jones

Carla Stent

Chris Grigg

Chris Pell

Peter Deming

Kjersti Wiklund

David Cobb

The Investment Management team at Evelyn Partners is dedicated to developing and implementing tailored investment strategies to maximize client wealth. Comprised of diverse roles including portfolio managers, investment managers, and client relationship specialists, the team collaborates to analyze market trends, assess risks, and ensure alignment with clients' financial goals. They emphasize responsible investment practices and provide exceptional client service through ongoing portfolio oversight and strategic adjustments.

Investment Management

This department focuses on providing comprehensive financial planning services, helping clients manage their investments, savings, and financial strategies.

Financial Planning

This department fosters and manages strategic partnerships to enhance business growth and collaboration.

Partnership Management

The Finance and Accounting Team at Evelyn Partners is responsible for ensuring accurate financial reporting, effective audit management, and compliance with regulatory standards. This team conducts audits, supports financial planning and analysis, and manages accounts receivable, all while providing strategic insights to enhance the firm's wealth management services. Their collaborative efforts help clients optimize their financial health and achieve long-term goals.

Finance and Accounting Team

This department manages and supports the administration of client accounts and services.

Client Administration

This department focuses on providing comprehensive paraplanning support and financial planning solutions.

Paraplanning Services

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Evelyn Partners

Org chart

Board & advisors

Teams

Investment Management

Financial Planning

Partnership Management

Finance and Accounting Team

Client Administration

Paraplanning Services

Offices

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Evelyn Partners

Org chart

Board & advisors

Teams

Investment Management

Financial Planning

Partnership Management

Finance and Accounting Team

Client Administration

Paraplanning Services

Offices

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