Wealth manager and Financial Planning firm Evelyn Partners has appointed two Financial Planners and an investment manager to its Leeds and Newcastle offices.

Wealth manager Evelyn Partners International, the Jersey subsidiary of Evelyn Partners, has moved to a new office in St Helier and boosted its team with new hires.  

Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.

Wealth manager and Financial Planner Evelyn Partners has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.

Financial Planner and wealth manager Evelyn Partners is to sell its fund solutions business to collective investment scheme manager Thesis.

Unity SIPP, part of the £1.2bn failed PSG SIPP (PSGS) business, has been sold to Pathlines Pensions UK Limited, formerly London & Colonial (LCS).

Wealth manager and Financial Planner Evelyn Partners has added a new colleague in London to boost its near 300-strong national Financial Planning team.

Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.

Financial Planning and professional services firm Evelyn Partners saw assets under management and advice (AUM/A) rise 13% year-on-year to £62.7bn at 30 September.

Inheritance tax (IHT) raised £736m for the Treasury in September, according to new figures released by HMRC today.

Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

Wealth manager and Financial Planner Evelyn Partners has added two new funds to its Sustainable MPS in its latest rebalance.

An increasing number of families are being caught out by unexpected inheritance tax bills on gifts made less than seven years before death.

Wealth manager and Financial Planner Evelyn Partners has agreed a three-year corporate partnership with social mobility charity Career Ready.

Wealth manager and Financial Planner Evelyn Partners has appointed two new business development managers to help support the continued growth of its IFA business.