Evelyn Partners
Evelyn Partners is a UK-based wealth management and professional services firm providing financial planning, investment management, tax, and accountancy services to individuals, families, businesses, and institutions. The company generates revenue through advisory fees, investment management fees, and accounting and tax service engagements. It operates under the Evelyn Partners and Bestinvest brands across multiple offices in the UK and internationally.
- Wealth & Investment Software
- Accounting & Bookkeeping Software
- IT Consulting & Implementation
- Revenue
- $850.0M
- Employees
- 3,500
- Founded
- 1836
- Headquarters
- Londonderry County Borough, United Kingdom
What 9 Arbolus experts think of Evelyn Partners
NPS scores span from 6 to 9, with several respondents rating Evelyn Partners positively for technical expertise, responsiveness, and breadth of service, particularly in complex engagements. Renewal intent is mixed, with half the respondents expressing uncertainty and a minority confirming renewal, often linked to upcoming strategy changes or service transitions. Nearly all respondents have been with Evelyn Partners for over a year, reflecting a mature client base. Key positive themes are relationship quality, technical depth, and tailored support. Negative signals center on cost, shifting service portfolios, and occasional dissatisfaction with returns or relationship management. Overall Customer Sentiment: Neutral to Positive
Who reviewed Evelyn Partners
- C-Suite 56% (5)
- Director 44% (4)
Employer names and spend open in the full report, along with the other 6 customers.
Everything 9 customers told us about Evelyn Partners.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
11 Net Promoter Score, from 9 scored reviews- Promoters 3
- Passives 4
- Detractors 2
Cumulative NPS by month
+0 over 6 months- Jun 8
- Nov 8
- May 8
- Feb 8
- Mar 8
- May 8
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 11 across 1 companies.
Praised
- Cross-jurisdictional Client Services
- Enhanced Compliance Support
- Growth in Investment Management
- Breadth of Advisory Services
Criticised
- Onboarding and Complexity
- Service Realignment and Loss of Offerings
- Performance and Competitive Pressure
- AI and Technology Disruption
What customers say
Renewal intent
Plan to renew 56%Plan to renew, by seniority
- 60% 5 answers
- 50% 4 answers
- 8.8/10 Average score from customers who will renew
- 7/10 Average score from undecided customers
Report
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