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.
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Tax planning
Structuring your finances tax-efficiently and using your available allowances and reliefs.
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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.
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Financial protection
Ensuring you and your family are financially protected, whatever the future brings.
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Read our latest news and insights
- Insight
Dealing with deal fatigue: financial tips for post-business exit planning
Jumping right into big decisions about personal finances after selling a business may not be the best option. We look at how you can structure your finances to provide safety and protection against inflation while you decide what’s next
- Insight
Selling a business. Transferring business wealth into personal wealth
Discover how financial planning can help you to maximise your wealth when creating a business exit strategy and selling your company
- Insight
The business case for financial wellbeing
Imagine a way to improve your employees' performance by 25%, without radical organisational change.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.