Plan for your financial future.
At Evelyn Partners, we're dedicated to helping individuals, businesses, and charities achieve their financial goals. With over 50 years of combined experience, our team of experts provides comprehensive wealth management, accountancy, and advisory services to individuals, families, entrepreneurs, and businesses across the UK and internationally.
Our Services
We offer a wide range of services designed to support our clients throughout their lifecycles. Whether you're looking to plan for your retirement, manage your wealth, or grow your business, our experts are here to help.
Financial Planning and Investment Management
Our financial planners and investment specialists work closely with clients to understand their goals and tailor a personalized investment strategy to meet their unique needs. Whether you're looking for guidance on retirement planning, tax planning, or estate planning, our experts are here to help.
Accountancy and Assurance
Our accountancy team provides expert advice on accounting, auditing, and taxation for individuals and businesses. Our services include financial planning, tax planning, and assurance, as well as support for charities and non-profit organizations.
Business Advisory Services
We offer a range of business advisory services, including corporate finance and transactions, forensic services, and restructuring and recovery services. Our experts help businesses navigate complex transactions, resolve disputes, and overcome financial difficulties.
Industry Insights
Our team of experts provides insights and analysis on the latest industry trends, helping businesses and individuals stay ahead of the curve. From thought leadership articles to expert commentary, our publications aim to inform and educate.
Expertise Across the Globe
With offices in the United Kingdom, Republic of Ireland, and Jersey, Channel Islands, our international network and expertise enable us to serve clients across the globe. Whether you're looking for guidance on international tax planning, cross-border transactions, or global wealth management, our experts are here to help.
Partnerships and Collaborations
We partner with lawyers, accountants, consultants, and other professionals to provide comprehensive financial services to their clients. Our network of international partnerships and collaborations enables us to deliver bespoke solutions to clients worldwide.
Expertise You Can Trust
Our team of experts has decades of combined experience, with qualifications from top-tier universities and professional bodies. We're committed to ongoing professional development, ensuring our knowledge and skills stay up-to-date with the latest industry trends and regulations.
Wealth and Tax Advice for Life
At Evelyn Partners, we're dedicated to helping individuals, businesses, and charities achieve their financial goals. From wealth and tax advice for individuals to accountancy services for businesses, our experts are here to help.
Disappointing Experience
Many reviewers express their disappointment with the company, citing a lack of effort in defending a Stamp Duty Mitigation Scheme. The scheme, recommended by an advisor, was supposed to be "foolproof" and "robust, " but ultimately failed to mitigate any liability.
Poor Customer Service
Reviewers are critical of the company's customer service, claiming that they failed to provide any meaningful support or assistance during the challenging process. The company's representatives are accused of throwing up their arms and abandoning their clients, leaving them to face the financial consequences alone.
Unclear Communication
Some reviewers express frustration with the communication style of the company, stating that they were not provided with clear or timely updates regarding the scheme or the challenge from the Inland Revenue. This lack of transparency and clarity added to their stress and financial burdens.
Unfulfilled Expectations
Reviewers express their shock and disappointment that the company, particularly Rod Milne and his team, failed to live up to their expectations. The company's reputation and credibility have been tarnished as a result of their failures to deliver what they promised.
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