Evelyn Partners reviews

3.4

51% would recommend to a friend

(469 total reviews)
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Paul Geddes

60% approve of CEO

42% positive business outlook

Evelyn Partners has an employee rating of 3.4 out of 5 stars, based on 469 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Evelyn Partners employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

469 reviews
1.0
Jun 7, 2024

A mess

Recommend
CEO approval
Business Outlook

Pros

Some very bright individuals you get to work alongside. Some of the offices are very nice. Get your professional training paid for.

Cons

There is categorically no work life balance. You work yourself to the bone in busy season and spend the rest of the year recovering, anxious, depressed and bitter over how you were treated, so you can’t enjoy your life on the downtime. You are NOT compensated fairly for the stress. Partly because there is inadequate resourcing for work. Offices are insanely understaffed. It’s mostly however because management are so nasty, and will inappropriately delegate work and then blame their staff for doing a bad job on work they shouldn’t have been given. Complete lack of respect from some managers who seem untouchable and will throw you under the bus to make themselves look good. It creates a miserable place to be. Micromanaging and bullying is incessant and it will eat away at you. Promotions are slow and unfair. One thing to AVOID at all costs is being a high achiever. They’ll keep you just where you are, where you’re useful to them, and they will promote below average individuals above you. Pay is bad and pay rises do not cover increase in cost of living. A very difficult culture to exist in and have a sane, peaceful and happy life.

2.0
Aug 25, 2022
Recommend
CEO approval
Business Outlook

Pros

Some high quality practitioners and support staff who care about clients and doing things properly. Improving investment research and a wide range of funds/stocks available for selection. Analysts covering companies and funds accessible and eager to help.

Cons

Where to begin… A business cobbled together through multiple buyouts and mergers, orchestrated by private equity companies who want to maximise profit and minimise cost whilst trampling over clients and employees. A non existent HR department. Middle management with no autonomy or interest in making decisions, constant deferral to senior management who close the door on any improvements to the business that may cost money. Willfully ignorant and arrogant senior management who talk a great game of making improvements but have little to no interest in improving practitioners ability to provide quality client-led results, more focused on creating ‘value for shareholders’ ie PE ownership and senior management. Unequal pay structure with wildly varying packages and pension contributions depending on what legacy business you worked for. Hefty targets on new business with considerable massaging of figures to give the impression of continual growth. Very little consideration or attention seemingly paid to client retention and only supported by hard working staff who care about their clients. Multiple never ending projects to improve historic poor record keeping and due diligence being pushed onto employees who are already working beyond full capacity. A ‘just get it done’ attitude which pervades throughout the organization and driven from the top down. I could go on…it’s pretty sad to see it all really.

1.0
Mar 8, 2022
Recommend
CEO approval
Business Outlook

Pros

I wouldn't recommend to my worst enemy

Cons

CEO, remember organic company growth is more stainable! CEO out of touch with his employees. Talking about diamonds and mink coats when you can't give your employees a decent pay rise. One company, 2 different pay grades for the same role! (Smith and Williamson pay better, do your research) Employee mental wellbeing doesn't exist. It is a tick box exercise, don't be fooled. Non competitive pay! Just do your research. Fragmented. Departments don't talk to each other, they don't even like each other....it is obvious. They Promise you progression but there is no progression unless your in with management who create roles. Avoid, run! Run a mile if approached!

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Evelyn Partners Response
3y
Thank you for your feedback — I am genuinely sorry you have not had a positive experience. As it happens from time to time, sectors go through a period of consolidation — which is happening with the Wealth Management sector. As a result, in September 2020, Tilney and Smith & Williamson merged — organic growth is always valued, but sometimes inorganic growth is a strategic necessity to secure your place in the market going forward. The reality is that scale counts. When bringing together two large complex businesses, it does take time to merge structures, processes, cultures and pay — it's not easy, but we are committed to getting it right. This is demonstrated by the amount of change in the business as we bring them together. However, we recognise that this has its downsides and it can have a negative impact on the client and colleague experience, which we try hard to minimise. We do undertake Colleague Pulse Surveys — at least two a year — we are listening and will continue to be committed to improve the experience for our colleagues.
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Glassdoor has 503 Evelyn Partners reviews submitted anonymously by Evelyn Partners employees. Read employee reviews and ratings on Glassdoor to decide if Evelyn Partners is right for you.