Evelyn Partners
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- Tax & Financial Planning
Tax & Financial Planning
About
The Tax & Financial Planning team at Evelyn Partners provides comprehensive tax advisory and financial planning services to both individual and corporate clients. This team includes specialists in various tax disciplines, such as business, corporate, private client, and R&D tax, alongside a robust contingent of financial planners and investment managers. Their focus is on optimizing clients' financial positions through strategic tax planning, regulatory compliance, investment management, and long-term financial planning to ensure sustained wealth growth and efficiency.
Team members
Alex Thomas
Associate, Investment Manageme...
Alice Munday
Business Tax Assistant Manager
Alison Dean
Financial Planner
Andreas Kyprianou
Senior Tax Manager
Andrew Whitford
Tax Associate Att/ CTA
Andy Nash
Senior Manager - Private Clien...
Antoine Francis Acca
Tax Manager
Arran Atwal
Business Tax Associate
Bianca Lazăr
Business Tax Associate
Charlotte M.
Business Tax Associate
Charlotte Wheeler - ...
Associate Financial Planner
Chloe Wainwright
Business Tax Associate
Chris Russell Apfs F...
Chartered Financial Planner
Claire Rapport
Tax Manager
Daisy Hollyoak
Trainee Chartered Accountant
Daniel Gray
Financial Planner
Daniel Lewis
Associate Chartered Financial ...
Daniella Conway
Tax Associate
Declan McPherson
Associate, Investment Manageme...
Edward Welch
Trainee Chartered Accountant
Elliot Cranmer
Tax Assistant Manager
Fergus McDonald
Associate Financial Planner
Freddy Nash
Corporation Tax Associate
George Pym
Financial Planner
Glenn Krikor
Financial Planner
Grace Brown
Business Tax Associate
Hannah Larsen
Senior Tax Manager
Harrison Jones
Financial Planner
Hayley Jarvis
Chartered Financial Planner
Jack Gowan
Associate, Investment Manageme...
Jake Mills
Associate Financial Planner
James Barry
Personal Tax Assistant Manager
James Fox Dipfa
Associate Financial Planner
James Higgins
Trainee Chartered Accountant
Jim Diack
Director, Financial Planning
Jo Weir
Specialist - Business Analyst
Joe Goddard-Howe Msc...
Partner, Financial Planning
Jordan Schofield
Private Client Tax Associate
Joseph McInerney
Business Tax Associate
Joshua Nelson Fpfs
Associate Financial Planner
Joshwey Bong
Tax Manager
Katie Swinburne
Accounting Advisory Senior Man...
Katya Daniels
Senior Corporate Insolvency Ad...
Kimahl Colman
Assistant Accountant
Laurence Cranstoun
Associate, Investment Manageme...
Louis McCalley
Business Tax Associate
Luke C.
Tax Accountant
Luke Stevenson
Corporate Tax Associate
Mark Davey
Associate Financial Planner
Matthew Woodman
Trainee Chartered Accountant
Mireille Lloyd
Tax Associate
Mohammad Hussain Aca
Tax Manager
Mohsin Azom
Corporate Tax Associate
Neil Grant
Associate Director, Financial ...
Nick Hathaway
Financial Planner
Niza MacHona
Private Client Tax Associate
Paul Harwood Apfs
Chartered Financial Planner
Phil Grundy
Head Of Oversight - Financial ...
Philip Diamond
Financial Planner
Pollyanna Blythe
Trainee Chartered Accountant
Robbie Young
Associate Portfolio Manager
Ruby S.
Accounts Associate
Sami Kassou
Associate Portfolio Manager
Thomas Larminie
Trainee Chartered Accountant
Thomas Ward
R&d Tax Associate (software)
Timmi Jemilohun
Investment Management, Trainee
Will Gamble
Associate Portfolio Manager
Zak Singer
Business Tax Associate
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