Wealth management that starts with one simple question: What's next?
What's next?
Everyone's next is different. We'll be your expert partners in seizing the opportunities that wealth can bring to make your unique future a reality.
What's next for you
What's next for you
For us, wealth advice always starts with you. Your ambitions, your career, your passions. So we'll listen first, then work together to bring forward the bright future you want.
What's next for your money
What's next for your money
For us, wealth never stands still. So we're constantly assessing opportunities in an ever-changing financial landscape to help you protect and grow your wealth.
What's next for the world
What's next for the world
For us, the future is something to be excited about. We're fascinated by how advancements from technology to culture can positively impact wealth creation. So let's sit down and discuss it together.
Our services
We go further to understand what matters most to clients, delivering personalised, expert advice to help you define, plan and invest for what's next.
Wealth management
Bringing together financial planning and investment management to help you define, plan and invest for what’s next.
Explore combined wealth management
Financial planning
Expert advice to help you plan for life’s big decisions and your financial future.
Explore financial planning solutions
Investment management
Personalised investment solutions to help you grow and protect your wealth your way.
Explore investment management solutionsThis is us
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients across the country. Everything we do is driven by our purpose of placing the power of good advice into more hands.
£61.9bn
of assets under management, as at 31 March 2025
188
years of experience
25
offices in towns and cities across the UK, Ireland and the Channel Islands
Who we help
Whether you’re an individual or family, a partner in a firm, or an entrepreneur, we have a team with the skills and experience to help you achieve your goals.
Let’s discuss your goals
Arrange a call with an expert wealth manager today
An update on our separation
Professional Services will now be known as S&W.
Fresh perspectives
- Insight
Saving inheritance tax with business relief. What’s changing and should you act now?
With upcoming changes to the rules surrounding business relief and a new allowance being introduced, is now the time to reassess your estate planning strategy?
- Insight
What is an annuity and should you be using them for your retirement income?
Annuities have begun to come back in favour with higher rates, increased market volatility and proposed changes to IHT on pensions. We look at whether annuities might be an option for your retirement income
- Insight
Operation Rising Lion: Israel’s strike on Iran raises geopolitical concerns in markets
Geopolitical tensions in the Middle East are rising, and investment markets have responded swiftly
- Insight
Are we heading for stagflation?
President Donald Trump's tariffs on imported goods have raised concerns about stagflation, a challenging economic environment marked by rising prices and sluggish growth
- Insight
Why professional advice matters if you’re thinking of transferring a pension
Transferring a pension could potentially be a smart financial move but only when you have a full understanding of the implications
- Insight
Trump Europe tariff plans add risk for investors
President Trump's proposed 50% tariffs on EU imports introduce significant uncertainty for investors and show the unpredictability of international trade negotiations
- Insight
Pension transfers and retirement planning. An example scenario
When it comes to retirement planning, many people find themselves juggling multiple pension pots, unsure of where they stand or what to do next. Professional pension advice can bring clarity and confidence to your financial future
- Insight
Managing career and financial uncertainty in volatile times
Periods of political, economic and market instability often raise big questions for business leaders, not just about company strategy, but about their personal finances too
- Insight
Maximising cash savings: Are there alternative options to bank accounts?
The Evelyn Partners Cash and Cautious Bond Portfolio can offer competitive returns tailored to your investment needs
“ Driven by our purpose of placing the power of good advice into more hands, we're here to help you make significant decisions with confidence, providing strong foundations for your future and guide you towards your goals. ”
Our awards
Recognition for the work we do to support our clients is always an honour. Here are some of our achievements.
STEP
STEP
Following a rigorous judging process, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.
PAM
PAM
What a great pleasure to win twice at the 2024 PAM awards: Total Wealth Planning – High Net Worth and Investment Performance – Cautious Portfolios. Past performance is not a guide to future performance.
FT/Investors
FT/Investors' Chronicle
The Investors’ Chronicle recognised Evelyn Partners as a 5-star wealth manager at the Celebration of Investment Awards 2024.
Organisations we help
Evelyn Partners provides services to financial intermediaries, charities and family offices.
Financial intermediaries
Let us help you help your clients by managing their investments while you focus on financial planning.
Find out more
Charities
Our experts can help you develop and implement an investment approach that is right for your charity.
Find out more
Employee benefits
Ensuring the relevant pensions and benefits arrangements are in place to help attract and retain the best people is critical to the success of any business. Our team of regulated pension experts can help you balance the benefits and risks for your business and employees from recruitment to retirement.
Fund Solutions – Independent ACD and Fund Administration solutions
Evelyn Partners Group Limited (“the Group”) has announced that it has entered into an agreement to sell its Fund Solutions business, operated by Evelyn Partners Fund Solutions Limited (“EPFL”), to Thesis Holdings Limited (“Thesis”). The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.