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0203-131-6167
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA

Financial planning

Whether you need retirement and pensions advice, support with inheritance tax and estate planning, guidance when selling your business, would like to invest for children or achieve other goals, our financial planners at Evelyn Partners can help.

Financial advice to help you achieve your goals

Our financial planners help people at all stages of life with their financial goals.

There is no one-size-fits all solution for financial planning – our service is personal to you. You may need one-off advice on a particular topic, such as your retirement, or a comprehensive plan for your overall finances with ongoing support. You can work with us over the phone or meet us at your home, workplace or local Evelyn Partners office.

Book an initial complimentary consultation

Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investable assets of...
Less than £250,000
Between £250,000 and £500,000
Between £500,000 and £1,000,000
Between £1,000,000 and £2,000,000
Between £2,000,000 and £5,000,000
More than £5,000,000
Trustpilot

£61.9bn

of assets under management, as at 31 March 2025

188

years of experience

25

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

The power of combined advice

We believe that two specialists working together can achieve better outcomes for our clients. Financial planning and investments are separate and complimentary disciplines with different skillsets and qualifications. That’s why we provide wealth management with combined investment expertise if it’s appropriate for you.

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This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.

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

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We would love to talk to you about how our advice can help you. Call us on 020 3131 6167

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Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
Between £250,000 - £500,000
Between £500,000 - £1,000,000
More than £1,000,000
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17:45

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Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
More than £250,000
MoTuWeThFrSaSu
262728293031123456789101112131415161718192021222324252627282930123456
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45
0203 131 6167