Gareth Lyttle

Areas of expertise

Gareth has expertise in both Investment Management and Financial Planning. He works with business owners/entrepreneurs pre and post-business exit.

He also works with many of the top lawyers and finance professionals in the northwest, helping them to plan for retirement. 

Having obtained a computer science degree, he is naturally interested in helping anyone working in Tech.

Experience

Gareth joined Evelyn Partners in 2023 following their acquisition of a Liverpool based Wealth Management company in which he was an equity partner. The firm acted for UHNW/HNW private clients and families across the UK. 

He has also held Investment Analyst and Fund Manager positions, with Fund Structuring experience in Luxembourg, Ireland and the US. During this time, Gareth managed several Funds for Institutional investors such as Investment Banks & Hedge Funds.

Notable client work and achievements

Building a Wealth Management business that was acquired by Evelyn Partners is a notable achievement. Gareth is uniquely positioned to help business owners pre and post-transaction having directly gone through the experience himself. 

Professional qualifications and memberships

CFA Charter-holder

Chartered Wealth Manager

Chartered Fellow of Chartered Institute for Securities & Investments

Private Client Investment Advice & Management Certificate

CFA Investment Management Certificate