Company
Index
Accountants & Tax Advisers
Location
London
Advice type
Estate planning
Inter-generational tax
Sector Focus
Accounting
Business and Consumer Services
Customer Type
Accountant
Simon Jennings
Spear's Review
When Spear’s caught up with Simon Jennings following his 2017 move to Smith & Williamson (now Evelyn Partners), he described the company as ‘a more appropriate firm for me to work towards retirement’.
Jennings had previously been a partner at Rawlinson & Hunter, where he spent more than three decades. Jennings is impressed by the ‘very professional and very civilised’ team of partners at S&W. What has the senior consultant learned in his long time at the crease? ‘No two private clients are alike,’ he says. He adds that personality, family circumstances, plans for the future and risk appetite of a given client are all things an adviser needs to consider before tailoring the right advice.
Rank: Recommended
Recommended 2022, Accountants & Tax Advisers
Network Connections
Top Flight
Chris Woodhouse
Evelyn Partners
Power List
Top Flight 2023 Power List
Top Recommended
Julia Rosenbloom
Evelyn Partners
Accountants & Tax Advisers
Birmingham
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Top Recommended
Faye Hall
Evelyn Partners
Legal
London
Top Recommended 2023 Divorce Consultancy & Support Services
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Chris Shepard
Evelyn Partners
Accountants & Tax Advisers
London
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Top Recommended
Alex Bowden
Evelyn Partners
UHNW Wealth Managers
London
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Recommended
Richard Stanwell
Evelyn Partners
HNW Wealth Managers
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Recommended
James Grayson
Evelyn Partners
HNW Wealth Managers
Southampton
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Emma Horler
Evelyn Partners
HNW Wealth Managers
London
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James von Simson
Evelyn Partners
HNW Wealth Managers
London
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Andrew Lockwood
Evelyn Partners
Accountants & Tax Advisers
Salisbury
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Eline Lofgren
Evelyn Partners
HNW Wealth Managers
Glasgow
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Nick Travis
Evelyn Partners
HNW Wealth Managers
London
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Joss Dalrymple
Evelyn Partners
Tax & Offshore
London
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Lindsay Spencer
Evelyn Partners
HNW Wealth Managers
Southampton
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Chris Kenny
Evelyn Partners
HNW Wealth Managers
London
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Ollie Murray
Evelyn Partners
HNW Wealth Managers
London
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Rising star
Alex Waddington
Evelyn Partners
UHNW Wealth Managers
London
Rising star 2023 UHNW Wealth Managers
Accountants & Tax Advisers
Sian Steele
Evelyn Partners
Accountants & Tax Advisers
London
Accountants & Tax Advisers 2022 Recommended
Anita Millar-Neale
Evelyn Partners
Legal
London
Toby Tallon
Evelyn Partners
Legal
London
Rae Brooks
Evelyn Partners
Wealth Managers
London
Alex Imre
Evelyn Partners
Wealth Managers
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