Evelyn

London, United Kingdom Founded: 1881 • Age: 145 yrs Acquired By NatWest Group
Wealth management, financial advisory, and investment services are provided.

About Evelyn

Evelyn is a Financial Services company based in London (United Kingdom) founded in 1881, and was acquired by NatWest Group in February 2026. Wealth management, financial advisory, and investment services are provided. Evelyn has completed 7 acquisitions, including Ashcroft Partnership, Creaseys Group and Dart Capital. Its chief executive, as recorded, is Paul Geddes. Its website evelyn.com draws about 71 thousand monthly visits. Evelyn offers products and services including Wealth Management, Financial Planning, and Investment Management. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified. Its legal entity is EVELYN PARTNERS GROUP LIMITED.

Company details

Evelyn was founded in 1881 in London, United Kingdom. Operations are centered in the financial services sector, where wealth management, advisory, and investment solutions are delivered to clients. Personalized financial strategies are developed based on individual needs, with a focus on long-term asset growth and risk assessment. The firm maintains a presence in the UK market, supported by experienced partners.

  • Headquarters London, United Kingdom
  • Stage Acquired
  • Sectors
    Financial Services
  • Website category Finance · Accounting and Auditing
  • Email
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  • Phone
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  • Website evelyn.com
  • Social LinkedIn X Facebook Instagram YouTube
  • Acquired by NatWest Group (Feb 2026)
  • Legal Name Evelyn Partners Group Limited
  • Date of Incorporation 21 Oct, 2013
  • Jurisdiction LONDON, UNITED KINGDOM
Key Metrics

Products & Services of Evelyn

Evelyn offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, and Investment Management.

Wealth Management
Financial Services

Personalized advice for protecting and growing client assets.

Financial Planning
Advisory Services

Expert guidance on retirement, inheritance, and life events.

Investment Management
Portfolio Services

Discretionary solutions for managing investments responsibly.

Apps and channels of Evelyn

its YouTube channel Evelyn Partners has 344 subscribers and 2 videos.

Evelyn Partners
YouTube 344 subscribers 2 videos Howto & Style
Open channel

Videos from Evelyn

The most watched videos on Evelyn's YouTube channel, Evelyn Partners (344 subscribers). Click a video to play it here.

The power of good advice™
12.3K views
Introducing you to Evelyn Partners
11.3K views

More on Evelyn Partners.

Investors in Evelyn

Evelyn has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include NatWest Group.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Commercial bank
1968natwestgroup.comEdinburgh, United Kingdom
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Investor details for Evelyn

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People of Evelyn

206 people are tracked at Evelyn (99 in leadership, 9 in board & advisors, 98 in team).

NameRoleGroup
Mark Bishop
PartnerLeadership
Paul Geddes
CEOLeadership
Chris Woodhouse
CEOLeadership
John Erskine
Chief Investment Management DirectorLeadership
Amy Milne
Head Of ControlLeadership
Kerry Phillips
Risk And Control Business PartnerLeadership
Amanda Grace
Director, Client Services And Business DevelopmentLeadership
Sarah Kerr
HR Business PartnerLeadership
Lindsay Sing
Head Of Finance OperationsLeadership
Maria Webb
HR Business PartnerLeadership
Bennedetta Peto
Group Chief People OfficerLeadership
Vinod Ramdeen
Senior Reward Business PartnerLeadership
Julie McLean
Head Of Payments, Reconciliations And Transaction ServicesLeadership
Chris Matthews
Head Of Data Platform & EngineeringLeadership
Andrew Wilkes
Chief Professional Services DirectorLeadership
Darragh Walsh
CFO - Evelyn Partners Investment Management (europe) LimitedLeadership
Matthew Moten
Recruitment PartnerLeadership
Anthony Brown
Head Of Compliance Financial PlanningLeadership
Jacqueline Sloan Assoc Cipd
HR Business PartnerLeadership
Alice Maskell
Head Of Creative Services And ContentLeadership

186 more people are available in the full profile.

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Complete people profiles for Evelyn

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

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  • Team structure
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Investments & Acquisitions by Evelyn

Evelyn has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Ashcroft Partnership, Creaseys Group and Dart Capital.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Advisory and restructuring services are provided for businesses in distress.
resolvegroupuk.comLondon, United Kingdom2006Oct 2024••••
Independent financial advice and planning services are offered.
mp2financial.com2018May 2024••••
Chartered accountants and tax advisors providing practical and imaginative solutions for international clients
harwoodhutton.co.ukBeaconsfield, United Kingdom1957Dec 2023••••
Diversity and inclusion training and consultancy services are provided.
creaseys.co.ukRoyal Tunbridge Wells, United Kingdom1868Nov 2023••••
Wealth management services are provided to clients by Dart Capital.
dartcapital.comLondon, United Kingdom1987Jun 2023••••
Tax planning, assurance, accounting, and financial services are offered.
ashcroftllp.comCambridge, United Kingdom2006Apr 2023••••
Provider of web server and website management tools
weareleathers.comNewcastle Upon Tyne, United Kingdom1990Feb 2023••••
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Complete acquisition details for Evelyn

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
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  • Exports

Verified entity values are shown only after access is granted.

Timeline of Evelyn

9 dated milestones of Evelyn across 145 years, from founding to its latest funding, stage changes and deals.

  1. Founded Evelyn is founded.
  2. Acquisition Acquires Leathers.
  3. Acquisition Acquires Ashcroft Partnership.
  4. Acquisition Acquires Dart Capital.
  5. Acquisition Acquires Creaseys Group.
  6. Acquisition Acquires Harwood Hutton.
  7. Acquisition Acquires MP2 Financial.
  8. Acquisition Acquires Resolvegroupuk.
  9. Exit Acquired by NatWest Group.

Web traffic of Evelyn

The website of Evelyn (evelyn.com) receives about 71.2K visits a month and ranks #337,514 among all websites worldwide, #856 in Accounting and Auditing.

  • Monthly visits
    71.2K

    ▼ 17.1% vs previous month

  • Unique visitors
    37.7K

    per month

  • Global rank
    #337,514

    among all websites

  • Category rank
    #856

    Finance · Accounting and Auditing

Similar websites

Websites whose visitors overlap most with Evelyn. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
districtcapitalmanagement.com
100%
10.8K#2,080,283View details
lowes.co.uk
95%
680.7KView details
firstwealth.co.uk
firstwealth.co.uk
95%
#4,345,125–
afhwm.co.uk
94%
19.7K#1,885,436View details
acuitykp.com
93%
13.9K#947,385View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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Related news about Evelyn

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Complete news archive for Evelyn

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Frequently Asked Questions about Evelyn

Evelyn was founded in 1881.

Evelyn is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Paul Geddes is the CEO of Evelyn, as recorded in our data.

Evelyn was founded in 1881 in London, United Kingdom. Operations are centered in the financial services sector, where wealth management, advisory, and investment solutions are delivered to clients. Personalized financial strategies are developed based on individual needs, with a focus on long-term asset growth and risk assessment. The firm maintains a presence in the UK market, supported by experienced partners.

Evelyn offers Wealth Management, Financial Planning, and Investment Management.

Evelyn has made 7 acquisitions, including Ashcroft Partnership, Creaseys Group, and Dart Capital.

Evelyn has 1 investor. Key investors include NatWest Group.

Evelyn operates through Evelyn Partners Group Limited.

Yes. Evelyn was acquired by NatWest Group in February 2026.

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