55
51
Growth Score
-15 pts
Heat Score
-30 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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132387
Evelyn Partners provides wealth management and financial planning services with tailored investment strategies and advisory support.
Mayank Prakash: Group Chief Operations OfficerPast Role: Department for Work and Pensions, Director General, Chief Digital and Information Officer
Carla Stent: Non Executive Director and Chair of Risk and Audit Committee
About the Company
Evelyn Partners provides wealth management and financial planning services focused on helping clients plan and manage their finances through tailored investment strategies and advisory support. It offers integrated financial planning, investment management, pension and benefits planning, and services for individuals, families, charities, and
intermediaries aimed at aligning financial goals with long-term plans. The company also supports online investing solutions and manages investment portfolios that reflect clients’ objectives and changing circumstances. Evelyn Partners engages with clients through personalised planning processes and professional advice to support financial decision-making and future planning.
