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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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Evelyn Partners JANNO 388 Enhanced NR (1)

A dynamic working culture that supports your ambitions

At Evelyn Partners, we know that you’re ambitious, committed and keen to progress – and every year, we’re excited to welcome a new cohort of talented, passionate young people who do just that. 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 Financial Planning and Investment Management programmes

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Evelyn Partners JANNO 470 Enhanced NR

Financial Planning

Equipping you with the skills, knowledge and acumen you need to become a world-class Financial Planner.

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Evelyn Partners JANNO 94 Enhanced NR

Investment Management

Designed to make your ambition go further, giving you the skills and knowledge you need to become a skilled Investment Manager.

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  • “ You gain responsibility and leadership really early on in your career. Within my first month, I had ownership of specific tasks and building relationships with cli-ents. It has been an amazing experience and one I didn't think I would get so early in my career. ”
    Jacob
  • “ The culture is friendly with people who want you to progress. I have been very supported here with a buddy I can go to when needed, and always supported by like-minded people, be it manager or other graduates. ”
    Angus

Our commitment to you

Partnership is at the heart of everything we do and it’s our commitment to our brilliant associates, placement students and interns that will enable you to thrive. Here, success is something that is shared.

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    Our programmes

    Delve into Investment Management and Financial Planning. 

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    We want to set you up for success. Details on what to expect and how to best prepare.

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    All questions are welcome. If you don’t find an answer here, please email us.

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Why Evelyn Partners

What sets us apart is the opportunity to work with a broad range of clients, where you’ll be fully involved on real-world projects right from the start.

You’ll be part of an open and collaborative workspace experiencing daily, high-level interaction with senior team members, including Regional Managing Partners, Partners and Directors.

As part of a cohort, you’ll form close-knit study groups, taking on challenges and celebrating successes together. Your dedicated team will have first-hand knowledge of your learning experience, giving you all the support you need to thrive.

  • Full financial support for your professional qualification, working with a top-tier training provider.
  • Wide range of technical and professional skills to enhance your ongoing development and career progression.
  • Regular study leave.
  • A buddy – a current associate who was in your shoes not too long ago.
  • A dedicated Early Careers Learning & Development team.
  • Access to over 5,000 learning modules, catering specifically to your goals.
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Personalised, expert wealth management advice

Personalised, expert wealth management advice

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Mr.
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I have investments of...
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