• Personal
  • Adviser
  • Charity
Personal
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Services
Wealth management

Combined financial planning and wealth management expertise.

  • Financial Planning
    • A full financial plan
    • Cashflow modelling
    • Dealing with life-changing events
    • Financial protection
    • Inheritance tax and estate planning
    • International financial planning
    • Investing for children
    • Retirement planning and pensions
  • Investment management
    • Discretionary investment management
    • How we manage money
    • Investment advice
    • Responsible investing
  • Evelyn Partners funds
  • For entrepreneurs
  • DIY Investing - Bestinvest
Insights & events
Fees & charges
Our people
Contact us
Personal
Contact UsLogin
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Wealth management

Combined financial planning and wealth management expertise.

Financial Planning
  • A full financial plan
  • Cashflow modelling
  • Dealing with life-changing events
  • Financial protection
  • Inheritance tax and estate planning
  • International financial planning
  • Investing for children
  • Retirement planning and pensions
Investment management
  • Discretionary investment management
  • How we manage money
  • Investment advice
  • Responsible investing
Evelyn Partners funds
For entrepreneurs
DIY Investing - Bestinvest
or press enter
Popular Searches
  • Spring Budget 2024
  1. Home
  2. Financial advisers
  3. Outsourced investment solutions for UK financial advisers
  4. UK IFA BD Team

Outsourced investment services team

Our adviser services team can be reached on 020 7189 9918 or email ifaservices@evelyn.com

Matthew Spencer
Investment management

Matthew Spencer

Head of Intermediaries

View Profile

Key accounts

Mark Coles Investment management
Investment management

Mark Coles

Business Development Director – Head of National Accounts

View Profile
Joe Sheenan
Investment management

Joe Sheehan

Business Development Manager, Key Accounts

View Profile

Scotland & Northern Ireland

Crawford Armstrong Investment management
Investment management

Crawford Armstrong

Business Development Director - Head of North

View Profile
Simon Brennan Investment management
Investment management

Simon Brennan

Director, Business Development

View Profile

North East

Craig Berry
Investment management

Craig Berry

Business Development Manager

View Profile

North West

Rob Bickerstaffe Investment management
Investment management

Rob Bickerstaffe

Business Development Manager

View Profile

Midlands

Gavin Hill Investment management
Investment management

Gavin Hill

Business Development Director

View Profile

London & Home Counties

Lucy Mitchell Investment management
Investment management

Lucy Mitchell

Business Development Director – Head of London & South

View Profile
Andrew Tompson Investment management
Investment management

Andrew Tompson

Business Development Manager

View Profile
Ben Sims
Investment management

Ben Sims

Business Development Manager

View Profile

East Anglia

Jonathan Buttress Investment management
Investment management

Jonathan Buttress

Business Development Manager

View Profile

West Country and Wales

Lisa Marie Finch
Investment management

Lisa-Marie Finch

Business Development Manager

View Profile

South Coast

Ben Sims
Investment management

Ben Sims

Business Development Manager

View Profile

National Relationship Management Team

Emmalene Hawley Investment management
Investment management

Emmalene Hawley

Relationship Manager

View Profile

This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

Footer menu

Services

  • Wealth management
  • Financial planning
  • Investment management
  • Evelyn Partners funds
  • Bestinvest
  • Employee benefits
  • Fund solutions

Who we help

  • You and your family
  • Family offices
  • Entrepreneurs
  • Professional partners
  • Financial intermediaries
  • Court of Protection
  • Charities

About us

  • Governance
  • Corporate responsibility
  • Press centre
  • Careers
Sign me up for emails*

Sign up for our newsletter

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Policies, statements & disclosures

  • Anti-Corruption and Bribery Policy
  • Conflicts of Interest Policy Statement
  • Risk warnings
  • Sustainability Disclosure Requirements
  • Services for US connected Investors
  • Registered details
  • Legal and regulatory
  • Complaints procedure
  • Modern Slavery and Human Trafficking Statement
  • Whistleblowing policy
  • Keeping you safe
  • Consumer duty

©2025 Evelyn Partners

  • Privacy Notices
  • Website conditions
  • Accessibility
  • Cookie Policy
  • Change cookie settings

Thank you

Your form has been submitted and a member of our team will get back to you as soon as possible.

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
Between £250,000 - £500,000
Between £500,000 - £1,000,000
More than £1,000,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
More than £250,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45
0203 131 6167