Personalised wealth management to help you embrace what's next
Who we are
Evelyn Partners, meet the people behind your future
Our promise is simple: to provide the inspiration and expertise to help you embrace what’s next.
It's what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose.
That’s why we start with you, your goals, your passions, and your plans. We’ll work with you to shape a future that’s truly your own.
£67.0bn
of assets under management, as at 30 September 2025
189
years of experience
23
offices in towns and cities across the UK, Ireland and the Channel Islands
What we do
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.
Explore Total Wealth Management
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.
Explore financial planning
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“ I helped a client recently who said “I’m so glad you’re in my life”, she got it. We are here, we will always be here now when she needs us ”
Who we help
Individuals and families
Your financial goals are unique. Whether you’re planning for the future, managing life’s changes or securing your family’s legacy, we’ll work with you every step of the way.
Financial intermediaries
Let us help you help your clients by managing their investments while you focus on financial planning.
Charities
Our experts can help you develop and implement an investment approach that is right for your charity.
Entrepreneurs
Strategic wealth management advice to guide you through growth, transition and life beyond the business.
Find out more
Personal injury and Court of Protection
Specialist investment and financial planning advice for individuals who have received a personal injury settlement and their legal representatives
Find out moreOur awards
Recognition for the work we do to support our clients is always an honour. Here are some of our achievements.
STEP
Following a rigorous judging process, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.
PAM
What a great pleasure to win twice at the 2024 PAM awards: Total Wealth Planning – High Net Worth and Investment Performance – Cautious Portfolios. Past performance is not a guide to future performance.
FT/Investors' Chronicle
The Investors’ Chronicle recognised Evelyn Partners as a 5-star wealth manager at the Celebration of Investment Awards 2024.
Let’s discuss what's next for you
Arrange a call with an expert wealth manager today.
Employee 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.
Insights & events
- Insight
Autumn Budget brings sweeping tax changes – what business owners and entrepreneurs need to know
The Autumn Budget introduces major tax shifts that will significantly impact exit planning, remuneration strategies and long-term wealth management for business owners and entrepreneurs
- Insight
Autumn Budget brings higher tax on savings, dividends and property income
Higher income tax rates on savings, dividends and property income creates new challenges for savers, investors, landlords and business owners
- Insight
Pension salary sacrifice hit in Autumn Budget with new £2,000 cap
The Autumn Budget introduces a £2,000 cap on National Insurance relief for salary sacrifice pension contributions, reducing tax efficiency for higher earners and employers
- Insight
Further changes to Inheritance Tax announced in Autumn Budget
The Autumn Budget introduces transferable allowances for agricultural and business relief but extends IHT threshold freezes, increasing the need for careful estate planning
- Event
From insight to action: navigating the Budget impact
What do the changes really mean for your wealth and your future?
- Event
Post-Budget clarity: what’s next for business owners?
The Chancellor has delivered the Autumn Budget, but what does it really mean for your wealth and your business?
- Insight
Autumn Budget 2025: summary and key announcements
Major changes were announced to property and dividend taxes, ISA allowances, pension contributions, council tax, inheritance tax (IHT) relief and more
- Insight
The Evelyn Partners Investment Outlook Video: Exceptional US equities
The US stock market has been exceptional over the past decade by consistently outperforming its global peers, but is this sustainable?
- Insight
The Evelyn Partners Investment Outlook Video: Easy does it for central banks and China
Could President Trump’s policies, Chancellor Rachel Reeves’ Autumn Budget and China’s rate cuts contribute global growth over the next twelve months?
