Financial planning
Advice from expert financial planners to support you and your family in shaping, planning for and securing your tomorrow
Financial advice to embrace what’s next for you
We’re here to help you seize the opportunities that your wealth affords and bring forward the future you want.
Whether you’d like a comprehensive plan for your overall finances or one-off advice on a particular topic such as retirement planning, inheritance tax or investing for children, our financial planners can help.
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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Financial protection
Ensuring you and your family are financially protected, whatever the future brings.
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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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Life-changing events
Helping guide you through life-changes such as divorce or the need for long-term care.
Find out moreYour financial plans and investments, managed together
With expertise in financial planning and investment management, we can offer you a comprehensive, seamless approach to wealth management. Our specialist teams of financial planners and investment managers will work hand in hand, and in consultation with you, to ensure your investments and financial plans are working in harmony and towards the life you want.
Why choose Evelyn Partners for your financial planning?
Experience and qualifications
When it comes to your money, there is no room for compromise. That’s why we prize qualifications and experience. At Evelyn Partners, all our financial planners either hold or are working towards Certified or Chartered status.
Personal service
Everyone has different lives, goals and circumstances so the service you receive will always be tailored to your needs. We’ll get to know you and learn about your life and plans in order to support you in embracing what’s next.
291
Financial planners
331
Investment managers
25
offices in towns and cities across the UK, Ireland and the Channel Islands
179,000
clients supported
Let’s discuss your goals
Book a consultation with a financial planner so you can find out more about how we can help you.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.