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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
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  • How we manage money
  • Investment advice
  • Responsible investing
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Tunbridge Wells

Evelyn Partners in Tunbridge Wells

Evelyn Partners (formerly Creaseys) have been in Tunbridge Wells for over 150 years, helping entrepreneurs, private clients, their families and businesses flourish across Kent through the power of good advice.

For you & your family

Whether you want to enjoy your personal wealth now or secure you and your family’s future, we can help you to achieve your financial goals in the most effective way. From personal tax and financial planning advice to investment management, pensions and estate planning, we're here for you.

You And Your Family

For your business

We provide an extensive range of accounting and advisory services to local entrepreneurs, family businesses and complex multinational groups, working with founders and management teams shaping the Kent economy, and are proud to sponsor the 2024 Kent Business Awards again this year, celebrating the achievements of the region.

We will soon be establishing a network for entrepreneurs to share and solve issues with likeminded peers – so watch this space.

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For your career

If you’d like to grow your career at a top-tier wealth management and accountancy firm at our friendly base in Tunbridge Wells, please get in touch, we’d love to hear from you. Or you can follow this link to check out our current vacancies.

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Terry Shepherd

For more information, please speak to Terry Shepherd on 07595611408 or use the button below to request a call back.

Request a call back
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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