Wealth management that starts with one simple question: What's next?
Who we help
Whether you’re an individual or family, a partner in a firm, or an entrepreneur, we have a team with the skills and experience to help you achieve your goals.
The value of investments, and the income from them, may go down as well as up and you may get back less than you originally invested.
Organisations we help
Evelyn Partners provides services to financial intermediaries, charities and family offices.
Financial intermediaries
Let us help you help your clients by managing their investments while you focus on financial planning.
Find out more
Charities
Our experts can help you develop and implement an investment approach that is right for your charity.
Find out more
Our services
We go further to understand what matters most to clients, delivering personalised, expert advice to help you define, plan and invest for what's next.
Wealth management
Bringing together financial planning and investment management to help you define, plan and invest for what’s next.
Financial planning
Expert advice to help you plan for life’s big decisions and your financial future.
Investment management
Personalised investment solutions to help you grow and preserve your wealth your way.
Book a conversation with us
This initial call is designed to be brief, lasting no more than 15 minutes. If you’re interested in exploring your options further afterward, we can arrange a follow-up. Alternatively call us now on 020 3131 6167.
This is us
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients across the country. Everything we do is driven by our purpose of placing the power of good advice into more hands.
£67.0bn
of assets under management, as at 30 September 2025
188
years of experience
23
offices in towns and cities across the UK, Ireland and the Channel Islands
Our awards
Recognition for the work we do to support our clients is always an honour. Here are some of our achievements.
STEP
Following a rigorous judging process, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.
PAM
What a great pleasure to win twice at the 2024 PAM awards: Total Wealth Planning – High Net Worth and Investment Performance – Cautious Portfolios. Past performance is not a guide to future performance.
FT/Investors' Chronicle
The Investors’ Chronicle recognised Evelyn Partners as a 5-star wealth manager at the Celebration of Investment Awards 2024.