Financial planning
Whether you need retirement and pensions advice, support with estate planning, guidance when selling your business, would like to invest for children or achieve other goals, our financial planners at Evelyn Partners can help
Contact us to book an appointment
Our team is on hand to find out about your financial planning requirements and put you in touch with the right adviser to help.
A full financial plan
A comprehensive plan that covers all areas of your finances.
Pensions and retirement planning
Saving into your pension and planning for the retirement you want.
Tax planning
Structuring your finances tax-efficiently and using the available allowances and reliefs.
Financial protection
Ensuring that you and your family are protected, whatever the future brings.
Investing for children
Investing for the children in your life – for school fees, a wedding or just a head start in life.
Inheritance tax and estate planning
Managing an inheritance tax bill and passing on your assets effectively.
Life-changing events
Guiding you through the unknown.
Financial planning service
Find out more about our financial planning service in our downloadable guide.
Why choose us?
Qualified and experienced
If you needed help with a health or legal issue you would want the best doctor or solicitor available. We believe it is the same when it comes to money. This is why all of our financial planners hold or are working towards either Certified or Chartered status.
Personal service
Everyone has different lifestyles and financial circumstances, aims for the future and attitudes towards investing. Our service always begins with a thorough discussion about what you have and what you want to achieve.
250
Financial planners
308
Investment managers
28
towns and cities across the UK, Ireland and the Channel Islands
172,000
clients supported
Book an initial consultation
To book an initial consultation with one of our experts, just fill in your details. Please also let us know in ‘Your comments’ which areas are of primary interest to you e. g. inheritance tax, pensions, retirement planning or investment planning.
How it works:
- We will call you back to arrange your consultation
- Your consultation can be held over the phone or at your home, workplace or nearest Evelyn Partners office
- You will be able to ask any questions you have and find out more about how we can help you
- Your consultation will be at our cost and there is no obligation to work with us afterwards
Book an appointment
Please complete this form, and one of our experts will call you at a convenient time.
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Guide: Important documents
If something were to happen to you, it’s really important that those people closest to you know where to find your key documents, including your Will, and details about any policies or accounts you have. Trying to track down this information and paperwork can be extremely challenging for those dealing with your affairs. To help everyone involved, we’ve created a log for you to fill in, so all of the information is in one place.