Total Wealth Management
Combined financial planning and investment management expertise
Evelyn Partners’ future-focused solution for clients who want clarity, control and peace of mind
A fully integrated, innovative approach that brings together an Investment Manager and a Financial Planner as a cohesive team, ensuring your financial plan and investment strategy are seamlessly aligned and actively managed.
Your Financial Planner
Drawing on nearly 200 years of experience, your Financial Planner will create a financial plan that covers all your goals and requirements, no matter how complex, into a Total Wealth Plan.
Your Investment Manager
Drawing on the insight of 170 investment management professionals, your Investment Manager will construct and manage your Evelyn Partners Signature Portfolio, which is bespoke to your needs and circumstances.
Two experts, one strategy
Our service model brings together two distinct experts; an Investment Manager and a Financial Planner, working together as one team.
Together, they will build your Total Wealth Management service, combining your Total Wealth Plan and Evelyn Partner's Signature Portfolio to ensure they are seamlessly aligned and actively managed.
What is the Total Wealth Plan?
Your Total Wealth Plan is a personalised roadmap for your financial future. Built by your Financial Planner, it reflects your life goals, whether that’s retiring early, supporting your family, or growing your wealth.
It's designed to give you clarity, confidence and control. It evolves with your circumstances - empowering you to make informed decisions at every meaningful moment, so you can confidently embrace what’s next.
What is The Evelyn Partners Signature Portfolio?
Your Signature Portfolio is a bespoke investment strategy designed by your Investment Manager to align with your Total Wealth Plan.
Working together, the plan aims to ensure your investments are held tax-efficiently, managed with care, and built to support your long-term goals, even through market volatility.
Investments carry risk, you may get back less than invested.
Why choose us?
When you choose Evelyn Partners you’ll benefit from the expertise of skilled specialists who’ll work together to provide the service you need, delivered in the way you want.
Ours is a culture of going further to understand our clients and what matters most to them so you’ll be supported by those who’ll recognise your ambitions, what you want for your loved ones, your work, your passions and your lifestyle. Drawing on this, they’ll make sure you’re set up to face the future with confidence and embrace what’s next for you.
£67.0bn
of assets under management, as at 30 September 2025
189
years of experience
23
offices in towns and cities across the UK, Ireland and the Channel Islands
Hear from our clients
"We are writing to express our sincere appreciation for the outstanding guidance we continue to receive from Adam, our Investment Manager, and Declan, our Financial Planner. Over the years, they have consistently provided us with clear, concise, honest and well informed advice on our investments and pensions.
We trust them implicitly. Their expertise, professionalism and commitment to our long term financial wellbeing has given us peace of mind and we are genuinely grateful for their continued support. Their advice has always been delivered with clarity, integrity and in a way that has been easily understood. We place complete trust in their judgement and are confident that the decisions we have made under their guidance have been in our best interests both in the short term and longer term financial goals.
Their knowledge, reliability and client focused approach have given us reassurance, and we are sincerely grateful for the relationship we have built with them."
Who we help
Individuals and families
Your financial goals are unique. Whether you’re planning for the future, managing life’s changes or securing your family’s legacy, we’ll work with you every step of the way.
Entrepreneurs
Strategic wealth management advice to guide you through growth, transition and life beyond the business.
Personal injury and Court of Protection
Specialist investment and financial planning advice for individuals who have received a personal injury settlement and their legal representatives
“ Total Wealth Management isn’t just about having a plan, it’s about having a team by your side, helping you move forward with clarity and confidence. ”
Let’s discuss what’s next for you
Arrange a call with an expert from Evelyn Partners today.
Insights & events
Discover the latest ideas and analysis from our team and find out more about our upcoming events.
- Insight
Autumn Budget brings sweeping tax changes – what business owners and entrepreneurs need to know
The Autumn Budget introduces major tax shifts that will significantly impact exit planning, remuneration strategies and long-term wealth management for business owners and entrepreneurs
- Insight
Autumn Budget brings higher tax on savings, dividends and property income
Higher income tax rates on savings, dividends and property income creates new challenges for savers, investors, landlords and business owners
- Insight
Pension salary sacrifice hit in Autumn Budget with new £2,000 cap
The Autumn Budget introduces a £2,000 cap on National Insurance relief for salary sacrifice pension contributions, reducing tax efficiency for higher earners and employers
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.