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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.
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 was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
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.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details
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