• Personal
  • Adviser
  • Charity
Personal
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Services
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
Insights & events
Fees & charges
Our people
Contact us
Personal
Contact UsLogin
About us Responsibility Help & support Locations Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
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
or press enter
Popular Searches
  • Spring Budget 2024
Evelyn Partners JANNO 425 Enhanced NR

Experienced hires

Here, you'll be given the autonomy and support to develop your expertise alongside some of the most passionate teams in the industry.

Search open roles

Find your next role

A UK leader in wealth management, we offer a breadth of careers across divisions, whether you are a seasoned adviser or an experienced financial planner. Our ambitious spirit and collaborative environment empowers you to make a significant impact. 

 

Central Functions

Our Central Functions are the lifeblood of Evelyn Partners. A diverse group of talented individuals delivering across Business Management, HR, Digital, Risk and more, enabling our operations, from client services through to our technology. Our teams work collaboratively driving efficiency and innovation across the organisation.

Explore more
Evelyn Partners JANNO 143 Enhanced NR

Financial Services

Financial Services is where trusted relationships and expert advice come alive. Help our clients in navigating their financial journey by leveraging your unrivalled expertise in a collaborative environment. Explore our careers roles in financial planning and investment management.    

Explore more
Evelyn Partners JANNO 94 Enhanced NR
“ As an Associate Investment Manager, I'm passionate about diversity in our industry. Attending a GAIN event during my studies opened my eyes to the possibilities for women and non-binary talent. Now, at Evelyn Partners, I co-founded our GAIN Volunteer Network. We connect with GAIN to empower women and non-binary individuals through events, training, and industry exposure. Most exciting? Leading Evelyn Partners' involvement in GAIN's internship program. It's a chance for colleagues to mentor and shape the future of investment management. ”
Charlotte Attwood, Associate Investment Manager and co-founder GAIN Volunteer Network
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

Footer menu

Services

  • Wealth management
  • Financial planning
  • Investment management
  • Evelyn Partners funds
  • Bestinvest
  • Employee benefits
  • Fund solutions

Who we help

  • You and your family
  • Family offices
  • Entrepreneurs
  • Professional partners
  • Financial intermediaries
  • Court of Protection
  • Charities

About us

  • Governance
  • Corporate responsibility
  • Press centre
  • Careers
Sign me up for emails*

Sign up for our newsletter

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Policies, statements & disclosures

  • Anti-Corruption and Bribery Policy
  • Conflicts of Interest Policy Statement
  • Risk warnings
  • Sustainability Disclosure Requirements
  • Services for US connected Investors
  • Registered details
  • Legal and regulatory
  • Complaints procedure
  • Modern Slavery and Human Trafficking Statement
  • Whistleblowing policy
  • Keeping you safe
  • Consumer duty

©2025 Evelyn Partners

  • Privacy Notices
  • Website conditions
  • Accessibility
  • Cookie Policy
  • Change cookie settings

Thank you

Your form has been submitted and a member of our team will get back to you as soon as possible.

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
Between £250,000 - £500,000
Between £500,000 - £1,000,000
More than £1,000,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
More than £250,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45
0203 131 6167