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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.
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.
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.
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.
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.