Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce that it has agreed terms to relocate its Leeds office to new premises at 3 Wellington Place.
Located in the heart of Leeds city centre and just five minutes walk from the main train station, the new office provides a workspace for the group’s 85-strong team currently based in the city and will allow for further growth. The move is expected to take place in the second half of the year.
The new office will provide space for the team to work at both desks and meet with colleagues in collaborative areas, while clients will benefit from additional modern meeting rooms with the latest technology. 3 Wellington Place has Excellent accreditation under BREEAM, the world’s leading sustainability assessment method for buildings.
Wellington Place is a new 21-acre neighbourhood which consists of mixed used buildings spanning office, leisure and retail spaces.
Currently located at City Point in King Street, Evelyn Partners’ Leeds office provides a range of services, including financial planning, investment management and tax advice, to help clients manage their personal and business financial affairs.
Ian Gibson Managing Partner of Evelyn Partners’ Leeds office commented:
“We are delighted to have agreed terms to re-locate our Leeds office to Wellington Place. The new premises in a vibrant new quarter in the city centre will enable us to keep pace with the ambitious plans we have to work with more clients in Yorkshire. Wellington Place, which is well-located and within easy reach of the train station, will provide a modern working environment for our staff and first-class meeting rooms for clients to meet their advisers.”
Evelyn Partners is the UK’s leading wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £62.2 billion of assets under management (as at 30 June 2024), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics, fund administration, fund governance, recovery and restructuring and transaction services.
For further information please visit: https://www.evelyn.com/
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
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