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Combined financial planning and wealth management expertise.

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  • United Kingdom
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Wealth management

Combined financial planning and wealth management expertise.

Financial Planning
  • A full financial plan
  • Cashflow modelling
  • Dealing with life-changing events
  • Financial protection
  • Inheritance tax and estate planning
  • International financial planning
  • Investing for children
  • Retirement planning and pensions
Investment management
  • Discretionary investment management
  • How we manage money
  • Investment advice
  • Responsible investing
Evelyn Partners funds
For entrepreneurs
DIY Investing - Bestinvest
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Our people

Our people and our culture are central to our successful and unique client proposition. It is the quality of our people, their skill and expertise, and the trusted long-term relationships they establish with their clients which underpins and sustains our success.

Our focus areas

Our ability to attract, develop and retain a diverse pool of talent is a central strategy. Our key areas of focus are:

Culture

Our values of personal, partnership and performance reflect what is unique about our culture and our way of working.

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Inclusion

Our inclusive culture aims to ensure that colleagues of all backgrounds, life experiences, preferences and beliefs are respected and valued as individuals, are treated equitably and respectfully, have a sense of belonging and security, and are free to speak up. We want colleagues to feel empowered to have an equal opportunity to contribute to business success and to be their authentic selves.

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Diversity

Improving the diversity within our organisation, including but not limited to thoughts and opinions, age, gender & gender identity, sexual orientation, race, ethnicity & religion or belief, physical & cognitive ability and social background.

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Wellbeing

Improving colleague wellbeing and strengthening our organisational resilience, supporting our colleagues in feeling good and functioning well, including but not limited to physical, emotional, financial and social wellbeing.

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Our values

Our values reflect what is unique about our culture and our shared ways of working.

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Personal

'we treat you as an individual'

We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.

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Partnership

'we go further together'

We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.

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Performance

'we strive for more'

We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Our I&D networks

Our I&D strategy is supported by the I&D Committee and six I&D networks which are:

  • Proud - promotes LGBTQ+
  • Race, Religion and Ethnicity (RaRE) – discusses and celebrates diverse backgrounds, cultures and religions
  • Able –for colleagues with disabilities and carers
  • Social Mobility – to create a fairer and more equitable society
  • Gender Equality Network (GEN) - supports the equal representation of all genders
  • Family – supports colleagues with family commitments and caring responsibilities.
“ At Evelyn Partners our culture is unique and constantly evolving, reflecting our business purpose and our shared values. A culture that embraces the different opinions, perspectives and experiences that each and every one of our colleagues brings to work, and ensures all colleagues have equal opportunity to contribute to the success of our business. ”
Bennedetta Peto
Benne Peto, Group Chief People Officer

Corporate Responsibility Report

To find out more about our work on culture, inclusion & diversity and wellbeing, explore our 2023 Corporate Responsibility Report.

Read the report

Gender Pay Gap Report

Our annual gender pay gap analysis for the twelve months preceding 5 April 2024.

Read the report

Women in Finance Charter Statement

We are committed to working towards greater female representation within our industry.

Read the statement
Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

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