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Legal Disclaimer

EVELYN PARTNERS - Legal Disclaimer

EVELYN PARTNERS - Legal Disclaimer

THE EVELYN PARTNERS FINANCIAL ADVISER AREA OF THE WEBSITE IS INTENDED FOR PROFESSIONAL ADVISERS ONLY. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC.

THE INFORMATION ON THIS WEBSITE IS ISSUED AND APPROVED BY EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD AND EVELYN PARTNERS INVESTMENT MANAGEMENT LLP, AND DOES NOT, IN ANY WAY, CONSTITUTE INVESTMENT ADVICE. BOTH ENTITIES ARE AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

Important regulatory information & risk warnings

You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this section of the Website.

The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

The performance information contained on the site contains information which accords with UK performance standards. Past performance is not a guide to future performance. Tax rates and reliefs may change and the value of tax reliefs depends on individual circumstances. Local laws may have an impact on investments.

The information on this site is published for private reference purposes only and is neither an offer to enter into a contract or agreement nor a solicitation to buy or sell any investment or service. This Website is directed only at professional advisers only. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form.

Evelyn Partners is not responsible for the accuracy of the information contained within the sites of other providers which have links to any pages of this site. Evelyn Partners does not endorse any information contained on other providers' sites. The contents of this site are based upon sources of information believed to be reliable. However, (1) no guarantee, warranty or representation, express or implied, is given as to the accuracy or completeness of such information; and (2) no Evelyn Partners company nor any of its officers, directors or employees accepts any liability or responsibility in respect of the information expressed herein which, moreover, is subject to change without notice.

Evelyn Partners may record telephone calls.

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Welcome to the power of good investment advice

Experts in investments for financial intermediaries and their clients.

Helping you help your clients

Outsourcing your clients’ investment management requirements can give you more time to focus on their strategic financial planning.

Backed by our investment expertise, we provide access to a number of portfolio services – saving you the time, resources and costs of doing it yourself.

UK financial intermediaries

With our investment management expertise and top-rated portfolio services, we can complement the service you already provide to your clients.

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International financial intermediaries

With our specialist investment capability for international investors and an EU MiFID licence, we can work with financial advisers from all around the world.

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Find out more

Our services are underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and qualified investment professionals. 

Get in touch with our UK or International teams to find out more.

Financial advisers

  • Factsheets & literature
  • Funds
  • Contact the UK team
  • Contact the International team

Get in touch

Craig Wright Investment management
Investment management

Craig Wright

Managing Director, Head of Business Development

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Maurice Keane Investment management
Investment management

Maurice Keane

Managing Director, Head of International Business Development

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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.

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