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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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Why Evelyn Partners?

Our goal is to empower ambitious minds like you to make a lasting impact. We're a collaborative team, united by a passion to deliver better outcomes and results. Here, you'll find the autonomy and expertise to excel, building on our nearly 200-year legacy of success.

Your Career. Our Values.

For nearly two centuries, Evelyn Partners has empowered individuals and families to achieve better outcomes. And that extends to our own people. Our core values are more than just words; they define how we work together and shape your experience as a team member.

Matt Dickens

Personal

Personal

We treat you as an individual, championing a culture that recognises your talent and ambition. This translates to a work environment where you have the autonomy and flexibility to drive change and contribute your expertise.

Evelyn Partners JANNO 468 Enhanced NR

Partnership

Partnership

We believe in collaboration as ‘we go further together’. This collaborative spirit is evident in our supportive environment, where you'll develop alongside a passionate team and benefit from immense knowledge and opportunities to learn and grow.

 

Evelyn Partners JANNO 331 Enhanced NR

Performance

Performance

We strive for excellence, both for our clients and ourselves. This is reflected in our commitment to continuous learning, innovation, and exceeding expectations.

Working here

We believe your success is our success.

That's why we're committed to creating a supportive and rewarding work environment. We offer a range of benefits and programs designed to help you develop your skills, achieve your goals, and maintain a healthy work-life balance.

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    Investing in you

    We sponsor all essential training and professional qualifications to fuel your growth

  • Leadership & development

    We can develop your leadership skills through online learning, dedicated programs, and mentorship opportunities

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    Volunteering

    Two paid days to volunteer for a cause you care about, plus team volunteering opportunities

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    Home working

    Our flexible work policy allows you to work remotely when your role permits.

“ Sport has been a constant in my life, with my family’s professional sports background. At Evelyn Partners, I specialize in Sport & Personal Injury and founded Women’s Football Education to address the gender gap in football. We provide education, mentorship, and support to female players. I also work on Opon, a social media app with ID verification to combat online abuse. Evelyn Partners fosters an environment where I can pursue impactful initiatives and support meaningful causes. ”
Danielle Bamber, Chartered Investment Managers
Evelyn Partners JANNO 425 Enhanced NR

Training and development

We understand the importance for your continuous development. While we provide dedicated programmes for Early Careers, our experienced professionals are also offered training opportunities at Evelyn Partners. It’s through our collaboration and working closely together that our people often discover unexpected opportunities. Here, we champion cross-functional mobility, offering the support and resources to help you explore new avenues and excel in your career.  

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Rewards & benefits

We're constantly exploring new initiatives to ensure our offerings reflect what our people want most.

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    Competitive annual leave allowance with the possibility of additional vacation days

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    Benefits

    Income protection, life assurance, a generous pension scheme and more

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    Wellbeing

    Private medical insurance, gym discounts, Employee Assistance Programme, and Cycle to Work scheme

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    Family

    Paid maternity, paternity, adoption and shared parental leave schemes

Evelyn Partners JANNO 200 Enhanced NR

Celebrating Inclusion & Diversity

We believe in the power of a diverse and inclusive workplace. We want everyone to feel valued and respected, regardless of background or beliefs. That's why we work closely with our I&D networks to celebrate different cultures and religions and foster an environment where everyone can be their authentic selves.

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    We are a member of Inclusive Employers (Bronze Standard), the UK’s leading organisation for employers committed to creating inclusive workspaces

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    We are a signatory of the Women in Finance Charter pledge for gender balance in financial services

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    We participate in programmes which support the under-represented and under-privileged groups including The Girls’ Network and She Can Be.

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    We’ve formed our Group Inclusion & Diversity (I&D) committee to support the implementation of our I&D strategy. Our colleague networks include the Proud Network, Able Network, Gender Equality Network, and the Race, Religion and Ethnicity Network.

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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