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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
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Meet the team

The Evelyn Partners Fund Solutions Business Development & Relationship Management Team are focused on ensuring that you always receive a supportive and efficient service, tailored to your specific needs.

We place great emphasis on working in close partnership with our sponsors and delegates to ensure the smooth running of the funds.

Whether it’s launching a new fund or implementing any change to an existing fund, our team establish the necessary legal, technical and operational requirements whilst acting as sponsor for the project’s delivery. Working closely with  fund administration experts we act as your primary point of contact in supporting the delivery of strategic goals and improved customer outcomes.

Our driven team have a presence in London and Glasgow, with a combined 100 years of industry experience. Please do not hesitate to contact any member of the Relationship Management Team should you have any questions in relation to our independent Authorised Corporate Director (ACD), ACD only and fund administration services.

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Relationship management team

Allan Seldon Fund solutions
Fund solutions

Allan Seldon

Director, Business Development

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Lawrence Ladbrook Head of Relationship Management
Fund solutions

Lawrence Ladbrook

Head of Relationship Management

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Management team

Neil Coxhead (002)
Fund solutions

Neil Coxhead

CEO of Evelyn Partners Fund Solutions Ltd

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Jenny S
Fund solutions

Jenny Shanley

Director - Fund Administration

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Lesley Mccoll 120X120
Fund solutions

Lesley McColl

Head of Investor Services

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Ewan Mackintosh 120X120
Fund solutions

Ewan Mackintosh

Head of Pricing & Valuations

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Andrew Shields Fund solutions
Fund solutions

Andrew Shields

Head of Fund Oversight

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Ciaran Lyttle (002)
Fund solutions

Ciaran Lyttle

Head of Financial Reporting & Tax

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Vicki Beverage
Fund solutions

Vicki Beveridge

Head of Technical Fund Accounting & Transitions

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Alison Joss Fund solutions
Fund solutions

Alison Joss

Head of Client Service Management

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Personalised, expert wealth management advice

Personalised, expert wealth management advice

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