The Partner’s trusted partner
Wealth management for professional firms and their Partners
Your personal wealth partner
Being a partner in a professional services firm, such as a legal practice or consultancy firm, comes with its challenges and demands. At Evelyn Partners, we possess the financial planning and investment management capabilities which are uniquely tailored to the complexities of how partnerships are set up financially.
We are a partner-led service, meaning that all senior professional partners are looked after by a fellow senior professional with the expertise to relate to your challenges.
We work with professionals like you. We have the credentials to understand and support your partnership.
Our services
Pensions and retirement
Saving into your pension and planning for the retirement you want.
Find out more
Tax planning
Structuring your finances tax-efficiently and using your available allowances and reliefs.
Find out more
Inheritance tax and estate planning
Managing an inheritance tax bill and passing on your assets to the people you want in the most effective way.
Find out more
Financial protection
Ensuring you and your family are financially protected, whatever the future brings.
Find out moreYou might also be interested in
Read our latest news and insights
- 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
Budget commentary: Reaction to Rachel Reeves' second budget
A "bucket budget" that doesn’t hold water
- 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
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.