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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
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Corporate responsibility

Evelyn Partners has a strong commitment to corporate responsibility: it is core to our purpose and culture. This is embedded in the Group House Strategy with environmental, social and governance (ESG) key to the foundations of the house and significant to the Group strategy.

Read our 2023 report
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Our approach

Our Corporate Responsibility activities are divided across four key pillars:

  • Vector

    Responsible Investing

    Incorporating ESG factors in investment decisions and practicing good stewardship of our clients' capital.

    Learn more
  • Water Drop

    Environment

    Managing our business in a sustainable way to minimise our impact on the environment.

    Learn more
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    People

    Our people and our culture are central to our successful and unique client proposition.

    Learn more
  • Vector (1)

    Charities & Communities

    Supporting our local communities and enabling our employees to get involved.

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Managing our impact

We are committed to being a responsible corporate citizen in managing the impact of our business activities on the environment and on key stakeholders including clients, colleagues, investors and the wider community.

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Working towards a sustainable future

We seek to minimise our environmental footprint, provide a professional and supportive workplace for colleagues and attract and retain people from diverse backgrounds to deliver the best possible service to all our clients.

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Our ESG Policy

Read the Evelyn Partners Group Limited Environmental, Social and Governance (ESG) Policy.

Read the ESG Policy

Corporate Responsibility Report

Explore our latest Corporate Responsibility Report.

Read now
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TCFD Report

Explore our latest TCFD Report

Read now

Previous reports

Read our corporate responsibility reports and climate-related financial disclosures from previous years.

Read our 2022 report Read our 2021 report

Our governance

Day-to-day executive management responsibility for our Corporate Responsibility activities lies with our Group Executive Committee. The Board ESG Committee, comprised of Non-Executive Directors, has responsibility for Board oversight of corporate social responsibility (also know as ESG).

Find out more about our governance
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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