Guiding you from business success to lasting financial security
Strategic wealth management advice to guide you through growth, transition and life beyond the business.
Supporting entrepreneurs through every milestone
Whatever the stage, whatever the challenge, we provide clarity and confidence for what comes next
Planning for your next move
Specialists who work alongside you to connect your personal and business goals, helping you make confident decisions today that support the life you want tomorrow.
Preservation and growth
From tax-efficient planning to long-term investment strategies, our wealth management approach offers both financial planning and investment management expertise to help you preserve your legacy and keep building for the future.
Investments carry risk and you may get back less than invested.
Navigating an exit with confidence
A business exit can be one of the most important and emotional milestones in an entrepreneur’s life. We help you understand the financial implications, structure your exit efficiently and prepare for what comes next.
Why founders choose us
Focused expertise, proven insight and a community that helps you learn, grow and connect.
500
entrepreneurs supported this year
40+
dedicated wealth management experts supporting business owners across the UK
3,000+
founders and business owners in our knowledge building community
Real people. Real stories.
We’ve partnered with business owners, founders and senior leaders at pivotal moments in their lives. Explore the stories of those who’ve trusted us to help shape their next chapter.
Supporting your biggest ambitions
Your business success has created opportunity, and we help you make the most of it.
Our approach brings together expert advice to help you preserve and grow what you’ve built and make confident decisions about your wealth both now and in the future.
Total Wealth Management
Our integrated approach that brings your financial planner and investment manager together, ensuring your investment strategy is tailored to your individual goals.
Explore Total Wealth Management
Financial planning
We get to know what matters most to you, offering expert financial planning that helps you shape your future, preserve what’s important, and move forward with assurance, whatever life brings.
Explore financial planning
Investment management
We combine extensive expertise with a clear understanding of your goals, designing and managing investment portfolios that evolve with you and help you embrace whatever comes next.
Explore investment managementLatest insights and events
From scaling up to stepping away, our latest articles, reports and events are designed to help keep you informed and inspired.
- Insight
Autumn Budget brings sweeping tax changes – what business owners and entrepreneurs need to know
The Autumn Budget introduces major tax shifts that will significantly impact exit planning, remuneration strategies and long-term wealth management for business owners and entrepreneurs
- Event
Post-Budget clarity: what’s next for business owners?
The Chancellor has delivered the Autumn Budget, but what does it really mean for your wealth and your business?
- Insight
Will Labour back businesses in the 2025 Autumn Budget?
Labour faces growing pressure to prove its pro-business stance in the upcoming Autumn Budget
- Insight
Trust planning considerations for business owners ahead of Business Relief inheritance tax changes
Business Relief IHT changes from April 2026 could raise tax bills. Learn how trusts and planning can protect your business legacy
“ Running a business isn’t one-size-fits-all. If you’re a woman or a neurodiverse founder, you deserve advice that fits you. We keep it simple, stay honest and build a team that gets you ”
Meet the people behind your future
Whether you’re preparing for sale, planning your next venture, or rethinking your wealth strategy, we’re here to help.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.