Investment advice

Expert advice on your investment decisions

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Get in touch to book an appointment and find out how our experts can help you.

Our Investment Advisory Service is designed for those who want to manage their own money but would like help from a professional investment manager. Your investment manager will recommend an investment portfolio to suit your needs and provide an ongoing service where you receive support on all your investment decisions.

Why choose Evelyn Partners for your investment advice?

  • A dedicated investment manager

    You’ll work with a single investment manager who will help you manage your investments. They’ll contact you whenever there is something you need to know about, for example, if our view on a fund you hold changes or there are new opportunities to switch your investments. They will also be available to talk to you about recent events or the economy.

  • Personalised advice

    We understand that the money that you are looking to invest could have come from a variety of sources. It could be from an inheritance, your income, or perhaps the profits from the sale of a business. All the advice given will be tailored to you. Your investment manager will work with you to find out about your investment objectives, time horizon, attitude to risk and knowledge of investing. They will also ask you about your overall finances, tax situation and other requirements such as generating a regular income or responsible investing. Using this information, they’ll recommend a portfolio to meet your needs.

  • Investment expertise

    As well as the skills of your investment manager, you’ll benefit from the wide body of investment knowledge at Evelyn Partners, including our highly qualified and experienced research and asset allocation teams.

  • An annual review and regular communication

    Your investment manager will provide you with an annual review to ensure your investment portfolio remains appropriate for changing markets and your circumstances. They’ll also be in touch if they think you need to make any changes to your investments and will keep you up to date with regular communications.

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.