Personalised wealth management to help you embrace what's next

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Who we are

Evelyn Partners, meet the people behind your future

Our promise is simple: to provide the inspiration and expertise to help you embrace what’s next.

It's what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose.

That’s why we start with you, your goals, your passions, and your plans. We’ll work with you to shape a future that’s truly your own.

Meet our people

£67.0bn

of assets under management, as at 30 September 2025

189

years of experience

21

offices in towns and cities across the UK, Ireland and the Channel Islands

What we do

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Total Wealth Management

Our integrated approach that brings your financial planner and investment manager together, ensuring your investment strategy is tailored to your individual goals.

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Financial planning

We get to know what matters most to you, offering expert financial planning that helps you shape your future, preserve what’s important, and move forward with assurance, whatever life brings.

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Investment management

We combine extensive expertise with a clear understanding of your goals, designing and managing investment portfolios that evolve with you and help you embrace whatever comes next.

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“ I helped a client recently who said “I’m so glad you’re in my life”, she got it. We are here, we will always be here now when she needs us ”
LR Gemma Helliwell 16211
Gemma Helliwell

Partner, Financial Planning

Who we help

Family Offices (1)

Individuals and families

Your financial goals are unique. Whether you’re planning for the future, managing life’s changes or securing your family’s legacy, we’ll work with you every step of the way.

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Financial Advisers

Financial intermediaries

Let us help you help your clients by managing their investments while you focus on financial planning.

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Charities (1)

Charities

Our experts can help you develop and implement an investment approach that is right for your charity.

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Entrepreneurs

Strategic wealth management advice to guide you through growth, transition and life beyond the business.

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Partners

Partners in a firm

Wealth management for professional firms and their Partners

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Court Of Protection

Personal injury and Court of Protection

Specialist investment and financial planning advice for individuals who have received a personal injury settlement and their legal representatives

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Our awards

Recognition for the work we do to support our clients is always an honour. Here are some of our achievements.

Investment

STEP

Following a rigorous judging process, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.

TWP

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.

5 Stars

FT/Investors' Chronicle

The Investors’ Chronicle recognised Evelyn Partners as a 5-star wealth manager at the Celebration of Investment Awards 2024.

LR Lucy Taylor Anna Sharp 05567

Let’s discuss what's next for you

Arrange a call with an expert wealth manager today.

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Employee Benefits

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.

Employee benefits services

Insights & events