Evelyn Partners adds three northern offices of Haines Watts

08 August 2024 Consultancy.uk

Evelyn Partners has acquired three regional offices from Haines Watts. The deal for the Leeds, Manchester and Newcastle offices will bolster Evelyn Partners’ team with over 100 new professionals.

With a heritage dating back two centuries under Tilney, Smith and Williamson, the firm now known as Evelyn Partners provides integrated wealth management and professional services. Its clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses.

As the firm looks to expand its presence in the North of England, it has come to an agreement to acquire the offices of Haines Watts, comprising Manchester, Leeds, and Newcastle. The teams in these locations provide a wide range of services and solutions to support entrepreneurial, owner-managed businesses.

Evelyn Partners adds three northern offices of Haines Watts

 L-R: David Fort (Haines Watts), Rick Chana (Evelyn Partners), Donna Bulmer (Haines Watts), Antony Sassen (Haines Watts), Tom Shave (Evelyn Partners), James Sutton (Haines Watts), Fiona Cresswell (Haines Watts) and Jonathan Scott (Haines Watts)

Andrew Wilkes, chief professional services director of Evelyn Partners, commented, “We are delighted to welcome the team and clients of these three former Haines Watts offices to Evelyn Partners. Their approach of providing a fully supportive, personal service and building long-standing relationships with clients is very much in line with our culture at Evelyn Partners. This acquisition continues our strategy of expanding the number of business and private clients we provide our professional services to in the north of England.”

Haines Watts is a professional services firm which services clients with accounting and advisory needs across the UK. The firm retains 37 offices in Britain after the deal with Evelyn Partners.

The acquisition by Evelyn Partners of the three offices will bring five partners, nine directors, and over 150 colleagues into the fast growing professional services business, significantly strengthening its presence in the region. The team, led by Donna Bulmer, have a long-standing track record of giving clients the best possible tax advice and accountancy solutions.

Bulmer, a managing partner at Haines Watts added, “This is an exciting time for our clients and our team as we join forces with our new colleagues at Evelyn Partners. We see a great cultural fit that will ensure we continue to deliver high service levels to our clients, whilst creating fantastic opportunities for our team.”

The deal represents the sixth acquisition for Evelyn Partners’ professional services business since the start of 2023, as it seeks to augment its strong organic growth and broaden its geographic footprint by adding high quality firms with complementary expertise. In 2023 Evelyn Partners acquired Newcastle and Harrogate-based Leathers, Cambridge’s Ashcroft Partnership, Tunbridge Wells’ Creaseys, and Beaconsfield’s Harwood Hutton. 

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