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Edinburgh
Our advisers are all available for telephone meetings. We’re here to help you with your financial plans.
Plan your future from Scotland's financial centre
Our financial advisers are located in the heart of Edinburgh where we work with clients to plan and manage their investment portfolios. We offer fee-based financial planning and investment advice through our award-winning service. With more than 150 years of experience in the investment industry, Evelyn Partners, has a proud heritage of success in helping people meet their financial goals.
Our range of services includes:
Our services
The Evelyn Partners, financial planning service incorporates the efficient structuring of your assets including cashflow projection, tax efficiency, pensions and retirement forecasting, investment and portfolio management.
We understand that every person is different. You could be focused on estate planning, tax efficiency or growing your investments and pensions to support your lifestyle. You might have complex financial needs or have definite views about what you want to achieve in life. That is why our expert financial planners and investment advisers are trained to listen to and understand your aspirations and concerns before making any recommendations. Whatever you want from your wealth, you can plan your financial future with Evelyn Partners, in Edinburgh.