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You and your family
Financial planning
  • Pensions and retirement
  • Tax planning
  • Inheritance tax and estate planning
  • Financial protection
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Investment management
  • Investment advice
  • How we manage money at Evelyn Partners
  • ESG and responsible investing
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Personal tax
  • Tax investigations
  • Tax compliance
  • Residence and domicile planning
  • Trustee and executorship services
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Entrepreneurs
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Businesses
Advisory consulting
  • Turnaround and working capital
  • Transformation and optimisation
  • Professional practices advisory consulting
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Assurance and accounting
  • Accounting advisory
  • Assurance services
  • Business outsourcing services
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Business tax
  • Corporate tax
  • Employer solutions
  • Tax risk and governance
  • Tax technology
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Corporate finance and transactions
  • Growth capital
  • Mergers and acquisitions
  • Valuations
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Forensic services
  • Valuations in commercial disputes
  • Monitoring trustee services
  • Fraud and financial crime
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Fund solutions
  • Pricing and valuations
  • Statutory reporting and tax
  • Transfer agency
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Investment management
  • Investment management for charities
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Pensions and employee benefits
  • Employee benefits consultancy
  • Pensions governance and administration
  • Trustee services
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UK advisers
  • Discretionary Portfolio Service
  • Active Managed Portfolio Service
  • Core Managed Portfolio Service
  • Contact the UK team
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International advisers
  • Discretionary Portfolio Service
  • Core Managed Portfolio Service
  • Sustainable Managed Portfolio Service
  • Contact the International Team
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Unlocking entrepreneurs’ full potential

We’ve been experts in wealth, accountancy and business advisory services since 1836.

We believe people who think beyond limits deserve a partner who can do the same.

That’s why we take the time to truly understand your whole story – your motivations and inspiration, for your business and yourself. That way, we can deliver good, personal advice that powers your future vision.

Key benefits

A fully unified service

A unique combination of wealth, accountancy, and business advisory services. Each designed to ensure your business and personal finances work effectively together.

Powerful connections

Be part of a community of the UK’s top entrepreneurs and build strategic partnerships with talented people who share your ambition.

Specialist insights

Find inspiration at your fingertips and learn from other incredible entrepreneurs through our regular insights and events.

Key solutions

Solutions for entrepreneurs

As an entrepreneur, your personal and professional finances are connected. That’s why we take the time to get to know you, your business, and what’s important to you. So, you get good advice and solutions that suit each aspect of your busy life.

  • Assurance and accounting

  • Business outsourcing services

  • Business tax

  • Corporate finance and transactions

  • Financial Planning

  • Investment Management

  • Personal Tax

  • Pensions and retirement

Hall of Fame

Learn from the best, explore their experiences, and hear advice from people who have walked this path before.

Speak to a specialist

Powerful, good advice. That’s what we’re here to provide. And it’s only by taking the time to truly understand you and your ambitions that we can provide the personal services you need to flourish.

So let us get to know you and your business. Request a callback from our team of experts today.

Nick Travis
Partner

Nick Travis

Entrepreneurs Investment management

London - Gresham Street
+44 (0)20 7131 4223
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.

Evelyn Partners
You and your family
  • Financial planning
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0203 131 6167