Guiding you through life's important moments
At Evelyn Partners, we're more than just a financial services firm - we're a partner for life. Through all of life's important moments, we're here to help you plan, manage, and future-proof your financial lives. Our team of experts has the expertise and knowledge to guide you through every stage of your life, whether you're an individual, an entrepreneur, or a business owner.
We offer a wide range of services, including financial planning, investment management, personal tax, and more. Our goal is to provide you with the guidance and support you need to achieve your goals, whether that's saving for retirement, managing your business's finances, or simply providing for your family's future.
Our team of experts is dedicated to providing personalized service and expert advice to help you navigate the complexities of wealth management and accounting. We're committed to helping you achieve your goals, and we're passionate about building long-term relationships with our clients.
Our Services
At Evelyn Partners, we offer a comprehensive range of services designed to help you manage your finances, grow your business, and achieve your goals. Our services include:
- Financial planning: From retirement and pensions advice to inheritance tax and estate planning, our financial planners can help you achieve your goals.
- Investment management: Benefit from a personalized investment portfolio that takes into account your investment time horizon, attitude to risk, and the returns you require.
- Personal tax: Expert care for all your personal tax needs, from straightforward rule changes and disclosure requirements to complex residential and domicile tax planning.
- Business services: From advisory consulting and assurance and accounting to business tax and corporate finance and transactions, we have the expertise to help your business thrive.
- Forensic services: Forensic accounting plays a key role in resolving disputes in the UK, and our team of experts can help you navigate complex financial disputes.
- Fund solutions: Evelyn Partners Fund Solutions Limited offers a full-service fund administration solution for UK collective investment schemes (eg OEICs / Unit Trusts).
- Restructuring and recovery services: Expert advice for companies experiencing financial difficulties and insolvency.
- Employee benefits: Our team of regulated pension experts can help you balance the benefits and risks for your business and employees from recruitment to retirement.
Our Expertise
At Evelyn Partners, we pride ourselves on our expertise and knowledge in the financial services industry. Our team of experts has years of experience in providing guidance and support to individuals, entrepreneurs, businesses, and charities. We're passionate about staying up-to-date on the latest developments in the industry, and we're committed to providing the highest level of service to our clients.
Our Values
At Evelyn Partners, we're committed to our core values of integrity, expertise, and personalized service. We believe that every individual and business is unique, and we tailor our services to meet your specific needs. We're dedicated to building long-term relationships with our clients, and we're passionate about helping you achieve your goals.
Unreliable Advice and Lack of Accountability
The reviewer expresses their disappointment and frustration with the company's advice and handling of a Stamp Duty Mitigation Scheme. The advisor assured them that the scheme was foolproof and robust, but it ultimately failed to withstand scrutiny from the Inland Revenue.
Failed Promises and Abandoned Clients
The company's failure to take responsibility for their mistakes has led to serious financial implications for the reviewer at short notice. Despite promising a secure solution, the company did not even attempt to fight the challenge from the Inland Revenue, leaving their clients to bear the consequences.
Lack of Accountability from Senior Management
The reviewer is particularly disappointed that neither Rod Milne nor his team took responsibility for the failed scheme or offered any support to their clients.
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