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.
Next EXIT report
What entrepreneurs wish they had known before selling their business
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
Death, taxes and why life cover is becoming more important for estate planning
Tightening rules around IHT is making appropriate life insurance cover a more important part of many estate plans
- Insight
Budget changes and the renewed case for offshore bonds
With tax rules tightening further in the Autumn Budget, investors must consider a wider range of strategies to help minimise tax drag and improve long-term outcomes
- Insight
Business relief: the trust planning opportunity ending in April 2026
Six steps every owner should complete before April 2026
“ 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.