Kieran Martin
Manager
Specialist
Making Tax Digital VAT Re…
Specialist
Xero Migration
Partner status
Platinum champion partner
Experience
Partner since 2016
Certification
Xero payroll certified
Certification
Xero advisor certified
About us
Evelyn Partners, with nearly 200 years of experience, aims to make good advice accessible to all. As the UK’s leading integrated wealth management and professional services group, we offer wealth and tax management, accountancy, assurance, tax, and advisory services. We are also a founding member of CLA Global, providing international support through a network of independent firms.
We aim to deliver imaginative yet pragmatic advice and solutions tailored to your individual circumstances. This is achieved by getting to know you and to understand your objectives, needs and aspirations, as well as any longer-term challenges. Our approach is the same, whether you are an individual, family, or business client, although these interests are often intrinsically linked.
Affiliations
- Chartered Institute of Taxation
- Institute of Chartered Accountants in England and Wales
- Association of Chartered Certified Accountants
Meet the team
Evelyn Partners LLP advisors: 3000 - Xero certifications: 41
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
Evelyn Partners LLP: Bank experience
Clients of Evelyn Partners LLP connect to a range of banks via Xero. Evelyn Partners LLP specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.
Bank connections
- American Express (UK)
- Barclaycard Business
- Barclays Business (UK)
- Barclays Corporate (UK)
- C. Hoare & Co.
- Capital on Tap
- Chase Bank (US)
- Coutts (UK) - Business
- HSBC Business (UK)
- HSBC Corporate (UK) - HSBCnet
- Handelsbanken
- Lloyds Business (UK)
- Lloyds Commercial (UK)
- Lloyds Personal (UK)
- Metro Bank (UK)
- Monzo Business
- NatWest
- PayPal
- Pleo
- Revolut
- Royal Bank of Scotland (RBS)
- Santander (UK)
- Silicon Valley Bank (UK)
- Soldo
- Starling Bank
- Stripe
- Tide
- Wise Business
Evelyn Partners LLP: Industry experience
Evelyn Partners LLP works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.
Industries Served
- Administration and support services
- Agriculture
- Arts and recreation
- Construction and trades
- E-commerce
- Finance and insurance
- Healthcare and social services
- Manufacturing
- Marketing, advertising and consulting
- Media and communications
- Professional services
- Real estate and hiring services
- Repairs and personal services
- Retail
- Accommodation and hospitality
- Wholesale
Evelyn Partners LLP : App experience
Evelyn Partners LLP serves clients who use 16 different apps that connect and integrate with Xero.
Connected apps
Find us
Evelyn Partners LLP has offices in 6 locations
- London
45 Gresham Street, London, EC2V 7AF, England
- Salisbury
21 Chipper Lane, Salisbury, SP1 1BG, England
- Guildford
Onslow Street, Guildford, GU1 4TN, England
- Bristol
1-2 Portwall Lane, Redcliffe, 4th Floor Portwall Place, Bristol, BS1 6NB, England
- Birmingham
103 Colmore Row, Birmingham, B3, England
- Southampton
15 Cumberland Place, 4th Floor Cumberland House, Southampton, SO15, England
New to Xero? Evelyn Partners LLP can help
Xero is beautiful online accounting software for smaller businesses. Evelyn Partners LLP can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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3 Years Xerocon Attendance ?The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
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Partner since 2016
Please note, Xero doesn't guarantee the service of any one advisor
We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.
Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.
Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.