We are Evelyn Partners
A UK leader in wealth management, Evelyn Partners provides investment management and financial planning advice to help our clients embrace what’s next
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.
£67.0bn
of assets under management, as at 30 September 2025
189
years of experience
23
offices in towns and cities across the UK, Ireland and the Channel Islands
What we do
Wealth management
Expert and integrated financial planning and investment management services for individuals and families across the UK, Ireland and the Channel Islands.
Investment management for charities
Specialist support to help charities successfully manage and grow their money.
Investment solutions for financial intermediaries
Professional investment management for the clients of financial intermediaries.
Online investing through Bestinvest by Evelyn Partners
Everything in one place for those wanting to choose and manage their own investments.
Who we help
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.
Financial intermediaries
Let us help you help your clients by managing their investments while you focus on financial planning.
Charities
Our experts can help you develop and implement an investment approach that is right for your charity.
Entrepreneurs
Strategic wealth management advice to guide you through growth, transition and life beyond the business.
Find out more
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
Find out moreOur purpose and values
Our purpose is to place the power of good advice into more hands.
Personal - we treat you as an individual
Partnership - we go further together
Performance - we strive for more
Our history
We’ve been providing our clients with the advice and inspiration to make the most of what’s next for them ever since our predecessor Tilney first started managing investments in Liverpool in 1836. It’s an impressive timeline, a rich history and an evolving story that has always had the power of good advice running through its core.
Corporate responsibility
Corporate responsibility is at the heart of our purpose, our culture and our business strategy. We are committed to acting as a responsible corporate citizen in managing the impact of our business activities on the environment and on our clients, colleagues, investors and the wider community.
Governance
Our leadership and governance are underpinned by a strong framework and policies that ensure we run our business with effective decision-making, oversight and control.
Our leadership
Meet the Evelyn Partners leadership team Meet the team who support the day-to-day management of our business. See our non-executive and executive directors, including our Chairman and Chief Executive Officer.
Meet the Executive Management Team
Meet the Board of Directors
Offices
From towns and cities across the UK to Dublin in Ireland and the Channel Islands, Evelyn Partners is working hard to place the power of good advice into more hands.
Careers
We can only deliver good advice by employing the best people. Find out more about the skills and attributes we value and the career opportunities available through Evelyn Partners.
Speak to Evelyn Partners
Please get in touch to talk about how we can help you, your clients or your business.
Risk warning
The value of investments, and the income from them, may go down as well as up and investors may get back less than the amount originally invested.