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

Andrew Wilkes

Bennedetta Peto

Jason Hollands

Matt Heaven

Bindesh Savjani

John Erskine

Sarah Harvey

Bahador Mahvelati

Alex Balfour

Kyle Bailey

Daniel Cairns Chartered Apfs

Karen Ciccarello

David Smith

Christopher Henderson

Anna Sharp Fpfs

Henry Elston

Claire Griffin

Martin Horton

Paul Geddes

Charlotte Davies

Gavin White

Keith Jones

Philip Muelder

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 manages and supports the administration of client accounts and services.

Client Administration

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

Partnership Management

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

Paraplanning Services

This department provides strategic direction and oversight across the organization.

Leadership

Evelyn Partners

Org chart

Board & advisors

Teams

Investment Management

Financial Planning

Client Administration

Partnership Management

Paraplanning Services

Leadership

Offices

Evelyn Partners

Org chart

Board & advisors

Teams

Investment Management

Financial Planning

Client Administration

Partnership Management

Paraplanning Services

Leadership

Offices

Related companies