Ireland 
USA 
Powering your fintech growth
Supporting fast growth, disruptive, financial innovators from scale-up to exit.
From scale-ups to unicorns, early days to exit and beyond, Evelyn Partners provides specialist advice across tax, accounting and personal finance to fintechs and their founders.
We’re the UK’s leading integrated wealth management and professional services group, giving us the breadth and depth to deliver the extensive services that fintechs need. Located here in the UK, at the beating heart of the global fintech industry, we’ve had the opportunity to support many of the world’s most dynamic fintech businesses – including unicorns – across everything from digital banking and wealth tech to B2B SaaS and crypto.
Whether you’re seeking investment, planning international expansion, want to maximise R&D tax credits or support with audit and accounting, we’re ready and able to give you the advice you need.
Fintech Awards London - Fintech Advisory Firm of the Year 2024
We are delighted to announce that Evelyn Partners has won Fintech Advisory Firm of the Year at the recent London Fintech Awards. These awards recognise and celebrate fintech professionals and companies making a difference in the sector.
Speaking of the award, Tom Shave, Head of Growth at Evelyn Partners said, "This is a testament to the hard work the team have put into building our practice over the last few years and the market recognition we now have."
Our services for fintechs
Fintechs come in all shapes and sizes, so it goes without saying that one size doesn’t fit all. Across our services, we’re confident we’ve got you covered. They include:
Tax services
If you’re a business striking out into what’s often unchartered territory while also trying to grapple with the constantly changing and often perplexing tax landscape, good advice is essential.
At Evelyn Partners we provide a joined up approach, can handle all your tax needs, from overarching planning to compliance to making the most of tax credits and allowances. The services include:
- Tax returns and reporting
- Corporation tax advice
- R&D and patent box claims
- Tax governance, strategy and control
- Employment tax advice including global mobility and incentivising staff
- VAT advice
- Personal tax advice for founders and your senior team
- Business exit planning
Audit and assurance
Fintech’s disruptive nature, rapid evolution and highly regulated environment calls for a stringent approach to risk management and financial accountability.
We can provide you with robust, future-focused audit and assurance services to support your business and build trust with your stakeholders.
Advisory consulting
Advisory consulting focuses on business transformation and turnarounds. This service is much in demand from high-growth fintechs and investors who we help with:
- Business planning and financial modelling
- Post-merger integration capabilities
- Support building sustainable, profitable and scalable businesses through working capital optimisation and strategic cost reduction
We also identify and solve root cause issues around profitability and liquidity.
Corporate finance
Is the name of the game for most fintechs so our fintech clients keep our corporate finance specialists busy. Our team supports across vital areas such as:
- Fund raising
- Debt structuring
- Mergers and acquisitions
- Management buy-outs, management buy-ins and vendor initiated MBOs and MBIs
- IPO preparation and structuring
- Strategic advisory
Business valuations
Whether you’re seeking a valuation in support of funding, for accounting purposes or ahead of a milestone such as a sale, our team can guide you through the process and provide the valuation analysis your stakeholders need. Company valuations for fintechs are often much more challenging than those for traditional businesses but we have the skills to support you.
Employee solutions for UK fintechs
How to find and retain top talent is a talking point among our fast-growth fintech clients. And so too is how you do this while managing risk, particularly when you’re operating overseas as well as in the UK.
There are a number of ways we can help when it comes to your employees. This could be employment tax planning, managing the challenges of global remote working or putting in place compelling benefits and incentives packages.
An international network
We support fast-growth businesses looking to expand overseas, those considering a move to the UK as well as those already operating internationally.
- Through the accounting network CLA Global, which we are a founding member of, Evelyn Partners can provide services in more than 100 countries
- As a member of Oaklins International, an experienced mid-market M&A adviser, we have the capability to support cross-border transactions
Financial planning, tax and investment advice for entrepreneurs and senior personnel
As a founder, your business and personal lives are undoubtedly intertwined. And so too are your finances. We’re used to this at Evelyn Partners because of the extent of the work we do with entrepreneurs. So, while we’re helping you achieve your business goals, our team is also here to provide you with personal financial planning, tax and investment advice. And if you’re weighing up exit opportunities, we can support you and your business in the lead up, through exit and beyond.
Our team is also here to look after the personal financial needs of senior personnel as well as to provide executive coaching and wider financial wellbeing services.
A specialist fintech team to support your business
As a fintech client, you’ll be looked after by our dedicated fintech team. Drawn from across Evelyn Partners, each member of the team lives and breathes your world while also bringing their own specialist expertise to the table.
You’ll get the best advice across every area, from tax to debt structuring to employee share ownership plans. In addition, you’ll benefit from the team’s collective strength in piecing together all the services you need in the way that gets the best results for you.
We have run many projects with Evelyn Partners over the past few years and sought a variety of advice. What has always stood out is the collaboration across service lines. When meeting a new team at Evelyn Partners, they are always well informed about our business and are keen to help us with an issue whatever the size of work. When multiple Evelyn Partners teams are working on a single project they appear to work as one team. This makes our finance team's lives much easier and projects simply get delivered on time. For businesses our size, I have found that this interconnectedness does not come "as standard" across services provided by other Mid-market or "Big 4" accountancy firms. So Evelyn Partners level of service, in my opinion, trumps all of them.”
Fundraising in a challenging and competitive environment
In this new guide from the specialist fintech team at Evelyn Partners, we share our insights into what investors are looking for and what they expect from you so you have the best shot at securing the funding you need.
Results of the Fintech Founders Annual Survey 2024 sponsored by Evelyn Partners
Fintech Awards London - Fintech Advisory Firm of the Year 2024
Doing business in the UK - a guide for fintechs
Business tax, commercial and financial advice for UK-based fintech companies and their founders.
Oaklins important information
Evelyn Partners Corporate Finance Limited t/a Oaklins Evelyn Partners is an independent firm which offers financial advisory services. It is a member of Oaklins International Inc., which comprises a number of firms around the world which are all separately constituted and regulated according to their local laws. Oaklins is a trade name owned by Oaklins Swiss Verein and licensed to Oaklins International Inc. They do not provide any financial advisory services themselves. Please refer to Oaklins.com for legal notices. Oaklins Evelyn Partners is part of the Evelyn Partners group.
Evelyn Partners Corporate Finance Limited. Authorised and regulated by the Financial Conduct Authority.