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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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Central Functions

Central Functions is the name given to our core operational teams, spanning business development, finance, marketing, and more. Together they make up the foundation of our success, driving efficiency and innovation across client services, technology, and our core operations.

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What makes us different?

Growth alongside a supportive team.

At Evelyn Partners, you'll be valued for your unique skills and perspectives. We embrace a rich variety of talent, from HR and marketing professionals to tech specialists and risk analysts. This collaborative environment fosters innovation and empowers you to develop a truly fulfilling career.   

“ As campaign manager I got to lead the brand launch at Evelyn Partners, which I was very proud to be part of. Watching Evelyn Partners come to life and the campaign translate into tangible business leads and positive colleague feedback has been immensely gratifying. I really envision Evelyn Partners becoming synonymous with trust and excellence in financial services, making a lasting impression on those seeking expert guidance.  ”
Amy Morris, Campaign Manager, Marketing

Types of role and opportunity

Diverse roles. Rewarding careers.

We offer a vast array of opportunities. Whether you're passionate about data analysis, enjoy client interaction, or thrive in a fast-paced legal environment, there's a role where you can make a real difference. We provide the support and resources to help you excel and build a successful career you can be proud of. Here are just some of the areas that make up our central teams:

  • Client Services
  • Business Management
  • Digital & Technology Solutions
  • HR Specialists
  • Marketing Specialists
  • Risk & Compliance
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Personalised, expert wealth management advice

Personalised, expert wealth management advice

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