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  • United Kingdom
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Wealth management

Combined financial planning and wealth management expertise.

Financial Planning
  • A full financial plan
  • Cashflow modelling
  • Dealing with life-changing events
  • Financial protection
  • Inheritance tax and estate planning
  • International financial planning
  • Investing for children
  • Retirement planning and pensions
Investment management
  • Discretionary investment management
  • How we manage money
  • Investment advice
  • Responsible investing
Evelyn Partners funds
For entrepreneurs
DIY Investing - Bestinvest
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Wealth management

Planning and investing for what’s next

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Specialist wealth management expertise, delivered the way you need

Whatever’s next for you and your family, we’re here to provide personalised support and specialist expertise to help you achieve what matters most.

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Financial planning

Expert advice to help you plan for life’s big decisions and your financial future.

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Investmentmanagement

Investment management

Personalised investment solutions to help you grow and protect your wealth your way.

Explore investment management solutions

Why choose us?

When you choose Evelyn Partners you’ll benefit from the expertise of skilled specialists who’ll work together to provide the service you need, delivered in the way you want.

Ours is a culture of going further to understand our clients and what matters most to them so you’ll be supported by those who’ll recognise your ambitions, what you want for your loved ones, your work, your passions and your lifestyle. Drawing on this, they’ll make sure you’re set up to face the future with confidence and embrace what’s next for you.

£61.9bn

of assets under management, as at 31 March 2025

188

years of experience

25

offices in towns and cities across the UK, Ireland and the Channel Islands

Who we help

Whether you’re an individual or family, a partner in a firm, or an entrepreneur, we have a team with the skills and experience to help you achieve your goals.

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Let’s discuss what’s next for you

Arrange a call with an expert from Evelyn Partners today.

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Explore further

Discover the latest ideas and analysis from our team and find out more about our upcoming events.

  • Shutterstock 1978770869
    Event

    Post-Sale Planning — What’s Next for Your Client?

    Through this two-part webinar series, our technical experts will share practical insights, strategies, and planning tools to help you deliver even greater business exit outcomes and investment returns to your clients. We’ll cover the key financial planning considerations pre- and post-sale.

    01 Jul 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Shutterstock 1978770869
    Event

    Post-Sale Planning — What’s Next for Your Client?

    Through this two-part webinar series, our technical experts will share practical insights, strategies, and planning tools to help you deliver even greater business exit outcomes and investment returns to your clients. We’ll cover the key financial planning considerations pre- and post-sale.

    01 Jul 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Shutterstock 1978770869
    Event

    Post-Sale Planning — What’s Next for Your Client?

    Through this two-part webinar series, our technical experts will share practical insights, strategies, and planning tools to help you deliver even greater business exit outcomes and investment returns to your clients. We’ll cover the key financial planning considerations pre- and post-sale.

    01 Jul 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Shutterstock 1978770869
    Event

    Post-Sale Planning — What’s Next for Your Client?

    Through this two-part webinar series, our technical experts will share practical insights, strategies, and planning tools to help you deliver even greater business exit outcomes and investment returns to your clients. We’ll cover the key financial planning considerations pre- and post-sale.

    01 Jul 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

  • Shutterstock 1978770869
    Event

    Post-Sale Planning — What’s Next for Your Client?

    Through this two-part webinar series, our technical experts will share practical insights, strategies, and planning tools to help you deliver even greater business exit outcomes and investment returns to your clients. We’ll cover the key financial planning considerations pre- and post-sale.

    01 Jul 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Birmingham 2025

    Connecting charity leaders with what they need to know

    22 May 2025

This information is for UK residents only.

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

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.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

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Mr.
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