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Total Wealth Management

Combined financial planning and investment management expertise.

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  • Spring Budget 2024
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Supporting your vision for life after divorce

Our specialist advisers will work with you and your legal team to bring clarity, self-assurance and calm, every step of the way 

Talk to us
“ I take the time to talk to my clients and find out how I can help make a difference. For many, it means going right back to the beginning: understanding what a pension is, what a share means, or how to pay a bill for the first time. My role is to take that fear away, to sit beside them and give them the confidence to move forward. ”
Lucie.Spencer@Tilney.Co.Uk
Lucie Spencer

Partner

Partners

How a wealth manager and solicitor work together to support you

Discover practical insights from our specialists and partners, and how we can help you address this phase of your life with confidence.

Learn more

What we do

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Total Wealth Management

Total Wealth Management connects you directly with both a financial planner and investment manager, in the same room, at the same meetings. That’s two specialists working side by side to make sure your investments and long-term goals stay in sync.

Explore Total Wealth Management
Financial Planning Thumbail

Financial planning

A financial plan is about more than numbers on a spreadsheet. Using detailed cashflow modelling, we show what the numbers mean in real life, helping you and your trusted advisers make confident, informed settlement decisions. Our financial planners also advise on tax-efficient structures, estate planning and asset protection, helping every decision support your desired future.

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Investment management

We work with you to make sure your financial settlement becomes a source of strength for the years ahead. Together, we’ll build an investment approach that supports the life you want to build. Remember there are risks of losing money with investing.

Explore investment management
Taina Moran Divorce Landing Page

How we can help you navigate your divorce

We're here to help you understand your assets, tax implications, and long‑term financial needs, guiding you toward a fair, realistic settlement and a secure financial future.

Find out more

Meet the people behind your future

Ben.Glassman@Evelyn.Com
Financial planning

Ben Glassman

Managing Partner

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LR Simon O’Connell 0084
Financial planning

Simon O'Connell

Director

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Lucie.Spencer@Tilney.Co.Uk
Financial planning

Lucie Spencer

Partner

View Profile

Stay informed with expert insights

From understanding your financial options to hearing from specialists who support clients through divorce every day, our latest articles, reports and events are designed to bring you clarity and confidence at every stage.

  • Puzzle Piece Insight Banner
    Insight

    How a financial planner and solicitor can work together during a divorce

    Although the role of a solicitor is well-known during a divorce, it might be surprising to hear that there are many benefits of working with a financial planner in conjunction with your solicitor. To find out more, we spoke to Marika Franceschi, a partner at MacRoberts LLP, and Taina Moran, a financial planning director from Evelyn Partners' Edinburgh office. Marika and Taina regularly work together with clients going through a divorce to help them understand their situation and achieve the best possible outcome.

    LR Taina Moran 250924 4540
    by Taina Moran

    12 Feb 2026

  • Gettyimages 1270220008
    Insight

    The ripple effect of Trump’s tariffs on divorcing couples

    The economic consequences of President Donald Trump’s tariffs could add another layer of complexity to the divorce process

    Lucie.Spencer@Tilney.Co.Uk
    by Lucie Spencer

    11 Apr 2025

  • Image 3
    Insight

    Should you consider inheritance tax planning when it comes to pensions and divorce?

    Considering inheritance tax planning during divorce can save tax, avoid future complications, and help achieve an efficient financial split

    LR Simon O’Connell 0084
    by Simon O'Connell

    07 Apr 2025

This information is for UK residents only.

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

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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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