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Wealth management

Combined financial planning and wealth management expertise.

Financial Planning
  • A full financial plan
  • Cashflow modelling
  • Dealing with life-changing events
  • Financial protection
  • Inheritance tax and estate planning
  • International financial planning
  • Investing for children
  • Retirement planning and pensions
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Is cash really king guide

Is cash really king?

Coaching to help you choose between cash savings and investments

Book your free coaching session
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Saving for the future

Setting money aside for the future is always a sensible idea but deciding on where to put it to achieve growth is not always straightforward. With interest rates on the rise, putting your money into a savings account might seem like a sensible choice.

Learn more
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Cash savings or investments?

But even with the increase to interest rates, it’s important to consider if leaving your savings in cash will generate enough growth so that you can reach your long-term financial goals. Investments could deliver a higher return over a longer period.

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Points to remember

Both cash savings and investments can help to build your money, but they work very differently. Investments put your capital at risk and the value can fluctuate, but they have the potential for higher rates of return than cash over the long term.

Learn more

Book your free coaching session

Bestinvest by Evelyn Partners is our online investment service. Through Bestinvest, we offer free 45-minute sessions with our Coaches, who are all qualified financial planners. We can help you find the right balance between cash savings and investments, plan your investment goals, talk through big decisions and see if your investment strategy will take you where you want to go.  

Book an appointment
Six Coaches
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.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

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Mr.
Mrs.
Miss
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Dr.
Sir
I have investments of...
Less than £250,000
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MoTuWeThFrSaSu
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