Evelyn Partners

How can cost optimisation unlock increased business efficiency, reduced recruitment spend, higher value and a more engaged workforce? Find out more: https://bit.ly/3QZtKgP

Hidden levers of cost optimisation | Evelyn Partners Discover how cost optimisation can unlock increased business efficiency, reduced recruitment spend, higher value and a more engaged workforce.

Congratulations to Emma Moffat (Investment Manager) and Louise Brooks (Associate Director) who were listed this week in the Citywire Wealth Manager's Top 30 Under 30!

They were recognised for their academic success, professional qualifications, and the responsibilities and impact they have on the business. https://bit.ly/4bMYkCh

In this month's edition of Hall of Fame, meet Christian Faes (CEO of Faes & Co).

Christian helped to transform the UK’s mortgage market following the global financial crisis and co-founded LendInvest (LSE: LINV) — the largest online marketplace for property finance. Read his full story: https://bit.ly/3K8y9dv

We'd like to extend a warm welcome to Danielle Pearce who will be joining the firm as a Financial Planner and leader of our Bournemouth Financial Planning team! https://bit.ly/4an2X4Q

Congratulations to David Hogan (Director) for winning 'Restricted Financial Adviser' and Tom Prestwood (Director) for winning 'Rising Star of the Year' at the Yorkshire Financial Awards 2024!

Congratulations to all winners!

"People see that if they don’t engage with PropTech, they will be left behind" says Zoe Thomas (Head of Real Estate).

Read our latest article with Bisnow to find out how PropTech could help with current challenges in the real estate industry: https://bit.ly/3y0DBwk

We Need To Push The Boundaries Of Proptech To Meet Real Estate’s Current Challenges To get the most out of proptech, the real estate sector needs to create a unified approach.

In this month's Hall of fame, meet Mark Neale — Founder of the outdoor retail giant Mountain Warehouse.

Mark talks about his upbringing in South Wales, contending with the internet boom and the pandemic, and his recipe for success in business. Read his full story: https://bit.ly/3WfxsX5

Today marks the beginning of Passover — perhaps one of the most central holidays to Jewish life and history, observed more than any other Jewish holiday.

The holiday last eight days for most of the world but seven days in Israel and some Liberal/Reform Jewish communities.

Happy Passover to all who celebrate!

Our interactive breakfast event will feature guest speaker Peter Hucker (CEO of Xledger UK), with our experts Claire Burden (Partner) and Lynne Blakey (Director) exploring ways to transform and optimise your business.

📅 1 May at 8:30
📍 Bristol
Register here: https://bit.ly/3vNUBFq

This year marks the 30th anniversary of our annual law firm survey, in collaboration with The Lawyer. This survey helps to determine the biggest factors affecting the legal profession over the coming twelve months.

Don't miss the opportunity to have your say: https://bit.ly/3xE5fPs

Evelyn Partners' 30th Annual Law Firm Survey (2024) Evelyn Partners' 30th Annual Law Firm Survey (2024).

We're delighted to have had the opportunity to advise JustPark on their merger with ParkHub. The team, led by Peter Castle (Director), provided tax advisory to the founder Anthony Eskinazi and the company's minority shareholders, as well as tax advice to the company.

Our upcoming webinar features Lynne Blakey (Director) and Adam Stephens (Partner) who will discuss how you can simplify and streamline your group structure.

📅 24 April at 12:00
Register here: https://bit.ly/4cUg4x9

☪ Today is the beginning of Eid al-Fitr, the festival which marks the end of Ramadan. Eid is a day of true thanksgiving for Muslims — the day starts with giving to charity and prayers in the Mosque, and later a celebratory meal with family and friends is shared and gifts are exchanged.

Eid Mubarak to all who celebrate!

We are delighted to welcome John Howarth as audit Partner in our Bristol office, joining Helen Bassett (Managing Partner) and the team to support more clients across the South West: https://bit.ly/3xqLv1M

🎉 We are delighted to have been awarded Silver status by the Inclusive Employers Standard! This is a fantastic result for our second submission and a testament to our I&D journey so far.

The IES is an evidence-based workplace accreditation tool for inclusion and diversity. Participants answer 35 questions that cover all the protected characteristics and wider I&D themes. The responses to these questions are used to measure inclusion and diversity within an organisation and assess where it’s at in its I&D journey. https://bit.ly/3A5rnBq

🐰 We would like to wish you all a Happy Easter, and hope this weekend brings you joy and peace with your loved ones!

Congratulations to Joe Wicks (Associate, Financial Planning) who won ‘Rising Star Under 30’ last week at the WealthBriefing European Awards!

The awards, now in their twelfth year, recognise outstanding individuals and organisations who showcase excellence in European wealth management. The winners are selected by a panel of independent judges who look for achievement, top class performance and innovation.

We are delighted to announce the appointment of Sally Boyle as an independent Non-Executive Director!

Evelyn Partners appoints Sally Boyle as a Non-Executive Director Evelyn Partners, the UK wealth management and professional services group, is pleased to announce the appointment of Sally Boyle as an independent Non-Executive Director.

Our Liverpool office recently hosted a Life Skills Workshop day for young women from local schools across the city, as part of the company’s sponsorship of The Girls' Network.

Our team of Financial Planners and Investment Managers, joined by law firm DLA Piper, offered the aspiring students insights into working in their respective sectors. The workshops focused on financial basics, employment rights and CV writing sessions.

📷 Nicola Bates, Kerry Vilchez, Christina Sharma, Lorna Pattison, Hayley Myers, Aimee Harper

To hear from our panel of experts including Claire Burden (Partner) and guest speaker Tim Humpage (CEO of Solar Renewables), join our in-house event where we will explore how to transform and optimise your business.

📅 20 March at 17:30
📍 Evelyn Partners, London
Register here: https://bit.ly/48Cpo5r

The spotlight is firmly on the United States — the balance of power in Congress poised to shape the nation's future. Investors must remain vigilant, ready to adapt their strategies to the evolving political and economic landscape. We explore five key areas of focus as the 2024 US election unfolds.

US election: the divided States of America US election: The divided States of America

Ramadan Mubarak to all who celebrate! 🌙

Ramadan unites Muslims across the world in faith and celebration. From early morning suhoor to sunset iftar, the month is filled with prayer, reflection, and togetherness.

Jamil Ahmed (M&A Implementation Analyst) shares how he feels during the holy month. "I find it fascinating how my level of self-control increases — how I feel calmer and my clarity of thought increases. I also enjoy the gradual transformation and detoxing of the mind and body."

In this webinar, investment and financial planning specialists Andrew Lewin and Dominic Lacey will discuss how they build resilient investment portfolios for the long-term.

📅 13 March at 12:00
Register here: https://bit.ly/3v0ulqO

Meet Marine Tanguy — Founder and CEO of MTArt Agency, the first global leading talent agency in the art world to represent top visual artists. Her passion for art led her to fully immerse herself in the art scene from an early age and open several businesses in quick succession.

Read her full story in the latest Hall of Fame: https://bit.ly/430D2hs