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Financial planning

Whether you need retirement and pensions advice, support with estate planning, would like to invest for children or achieve other goals, our financial planners at Evelyn Partners can help

Financial advice to help you achieve your goals

Our financial planners help people at all stages of life with their financial goals.

There is no ‘one size fits all’ solution for financial planning – our service is personal to you. You may need one-off advice on a particular topic such as your retirement, or a comprehensive plan for your overall finances with ongoing support. You can work with us over the phone or meet us at your home, workplace or local Evelyn Partners office.

Explore our comprehensive list of Financial Planning options – from A full financial plan to Life-changing events – to discover how we can help you.

Financial planning

  • A full financial plan
  • Pensions and retirement
  • Tax planning
  • Financial protection
  • Investing for children
  • Inheritance tax and estate planning
  • Cashflow modelling
  • Life-changing events

A full financial plan

A comprehensive plan that covers all areas of your finances.

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Pensions and retirement planning

Saving into your pension and planning for the retirement you want.

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Tax planning

Structuring your finances tax-efficiently and using the available allowances and reliefs.

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Financial protection

Ensuring that you and your family are protected, whatever the future brings.

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Investing for children

Investing for the children in your life – for school fees, a wedding or just a head start in life.

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Inheritance tax and estate planning

Managing an inheritance tax bill and passing on your assets effectively.

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Life-changing events

Guiding you through the unknown.

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Financial planning service

Find out more about our financial planning service in our downloadable guide.

Download now

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

25

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 let us know in ‘Your comments’ below, which areas are of primary interest e. g. inheritance tax, pensions, retirement planning or investment planning. One of our experts will then call you at a convenient time.

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0203 131 6167
Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

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Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest e. g. Inheritance Tax, pensions, retirement planning or investment planning. One of our experts will then call you at a convenient time.

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Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

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0203 131 6167