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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
Investment management
  • Discretionary investment management
  • How we manage money
  • Investment advice
  • Responsible investing
Evelyn Partners funds
For entrepreneurs
DIY Investing - Bestinvest
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  • Spring Budget 2024
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Charities & Communities

We enable our clients to invest responsibly, and we adopt the same approach to supporting our local communities. We have a wealth of talent and experience within our business and are keen to share this by enabling our employees to gain further personal and professional development by getting involved in community projects and activities.

Corporate charitable giving

Our aim is to improve diversity in financial services.

Our corporate charity partner

In 2024, we entered a new three-year partnership with social mobility charity Career Ready whose aim is to boost social mobility by delivering a structured programme of mentoring, paid internships, masterclasses, and workplace visits for young people from under-represented backgrounds. Mentoring opportunities will be available to colleagues in London, Glasgow and Birmingham in 2025, plus summer work placements for the mentees. Workplace visits by students from a number of schools will be arranged and Evelyn Partners will have the opportunity to present a ‘Financial Literacy Workshop’ at these events. It is hoped that this initiative will be expanded across further offices in future years.

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Colleague charitable giving

Our colleague charitable giving objective is to support our colleagues’ charitable endeavours by offering employee volunteering opportunities and generous donation matching.

How colleagues can get involved

We encourage colleague charitable support through the following key areas:

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Employee volunteering

Employee volunteering

As well as opportunities to volunteer with Career Ready, this year we are also aligned with an organisation called Employee Volunteering to help organise team volunteering days which support our wider ESG plans. We continue to encourage and support our people to get involved and give all our employees paid time off to volunteer.

 

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Give-As-You-Earn

Give-As-You-Earn (GAYE)

Colleagues may opt to donate monthly through the GAYE payroll giving scheme. In 2024 we increased the matched employee donations from £20 to £25 per colleague, per month.

 

 

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Matched fundraising

Matched fundraising

We contribute to match our employees’ fundraising efforts with donations of up to £500 for an individual and up to £2,500 for each team fundraising event. Colleague matched fundraising and Give-As-You-Earn are funded by the Evelyn Partners Charitable Trust (EPCT).

Corporate Responsibility Report

To find out more about our work on charities and communities, explore our 2023 Corporate Responsibility Report.

Read the report
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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