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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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Careers at Evelyn Partners

We believe sound advice shouldn't be a privilege – it's the foundation for a secure future. We're passionate about making financial clarity accessible to everyone. That's why we build award-winning teams, empowering individuals at every stage of their financial journey. Join us in our mission to place the power of good advice in more hands.

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Who we are

A UK leader in wealth management, Evelyn Partners provides investment management and financial planning advice to help our clients embrace what’s next. We foster a collaborative environment where our people feel empowered, and share a commitment to client success, determined to deliver better outcomes.

£61.9bn

of assets under management, as at 31 March 2025

3,000+

people

25

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

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Why Choose Us?

Why Choose Us?

Our goal is to empower ambitious minds to make a lasting impact. We're a collaborative team, united by a passion to exceed client expectations. Here, you'll find the autonomy and expertise to excel, building on our 200-year legacy of success.  

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Experienced hires

Experienced hires

Leverage your experience and join a passionate team across various roles at Evelyn Partners. From tech to business, to finance, we employ a huge breadth of expertise and talent like yours to deliver better outcomes together.  

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Early careers

Early careers

We're proud of our dynamic working environment, carefully designed to help you learn, grow, and achieve. We offer university graduate opportunities through our training programmes, as well as summer internships and 12-month placements to penultimate-year university students.

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Personalised, expert wealth management advice

Personalised, expert wealth management advice

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