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Evelyn Partners Pensioneer Trustee LIMITED

#496357 Private limited by shares

Company Details

Company Number 496357
Company Type Private limited by shares
Type Code 1119
Status Normal

Important Dates

Registration Date 18 March 2011
Last Annual Return 18 September 2025
Last Accounts Filed 31 December 2024

Registered Address

24 Saint Stephen's Green

3 Ballsbridge Park

Ballsbridge

Dublin 2, DUBLIN, Ireland

D02EK82

Contact Details

Phone Number 020 7131 4000
Email Address Unknown

Company Website

Company Description

Evelyn Partners Pensioneer Trustee Limited is a specialist wealth-management firm that helps individuals, families and organisations turn their financial aspirations into reality. Drawing on £67 billion of assets under management and 189 years of combined industry experience, the company delivers an integrated "Total Wealth Management" service that brings together a dedicated financial planner and an investment manager to create a strategy tailored to each client's goals, risk appetite and life stage.

The firm's core offerings include bespoke financial planning, active investment management and a suite of employee-benefits solutions designed to attract and retain talent. It also provides niche expertise for charities, entrepreneurs, professional-firm partners, and those navigating personal-injury settlements or Court of Protection matters. With a network of 21 offices across the UK, Ireland and the Channel Islands, Evelyn Partners serves clients throughout Ireland, offering a personal, purpose-driven approach underpinned by award-winning performance - including the 2024 STEP Investment Team of the Year and multiple PAM accolades.