See how we help our clients
We offer a range of services to individuals and organisations.
Total Wealth Management
Our integrated approach that brings your financial planner and investment manager together, ensuring your investment strategy is tailored to your individual goals.
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Financial planning
We get to know what matters most to you, offering expert financial planning that helps you shape your future, preserve what’s important, and move forward with assurance, whatever life brings.
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Investment management
We combine extensive expertise with a clear understanding of your goals, designing and managing investment portfolios that evolve with you and help you embrace whatever comes next.
Explore investment management
Entrepreneurs
Strategic wealth management advice to guide you through growth, transition and life beyond the business.
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Financial intermediaries
Let us help you help your clients by managing their investments while you focus on financial planning.
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Charities
Our experts can help you develop and implement an investment approach that is right for your charity.
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Evelyn Partners Funds
As a dedicated investment management business, we are committed to achieving strong fund performance, and doing so with integrity.
Find out moreEmployee benefits
Ensuring the relevant pensions and benefits arrangements are in place to help attract and retain the best people is critical to the success of any business. Our team of regulated pension experts can help you balance the benefits and risks for your business and employees from recruitment to retirement.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.