Our approach to fees & charges
Everyone’s different, which is why we don’t offer a one-size-fits-all approach to fees and charges. We put together the right service for you at the right price, and promise that by being clear and transparent throughout there won’t be any surprises.
At Evelyn Partners we stand out with our ‘multi-expert’ approach
This is how we find the right service for you
We go through the same process with all our clients before they join Evelyn Partners:
1. We assign you your own investment manager or financial planner
This helps us get to know you so that we can properly assess what you need and how we can help.
2. We assess your options
Which services do you need? What meets your requirements? We sit down with you to understand your priorities, shortfalls and options to improve so we can create a plan that aims to achieve your goals.
3. We build the service that matches your ambitions
With the options we have built together, you decide whether it gives you what you need and is the right price.
4. We review it regularly
We offer one-off, periodic or ongoing evaluation to make sure our services are still suitable for you and priced accordingly. Sometimes this means prices can increase – but sometimes they can go down too.
How our tiered fee structures work
The more you have invested with us, the lower the fee percentage you pay. See what that means in reality with a selection of our fee schedules.
Financial planning fees
What you get and how we charge for our services.
What all financial planning clients get
- A review of your circumstances and objectives
- An initial financial plan with recommendations to help you achieve your goals
- Support with ISA allowances and regular/single capital withdrawals
- Access to our online portal alongside regular statements and tax reports
What you get as part of an ongoing service
- Dedicated Financial Planner who can guide you through any life events or changes to your financial circumstances
- Ongoing suitability reviews to provide a recap of previous advice and assess/confirm the suitability of your investments, typically every 12 months
- Support with simple additional contributions to your investments
Fees and charges - initial plan
- The fee for advice and recommendations is agreed with your financial planner. Once we have discussed and agreed how we can help you, your financial planner will confirm which areas of planning you have chosen and confirm how much it will cost
- Most advice fees include VAT – we will be clear if this is not the case
- Fees for individual advice services typically start from £2,000 and will be discussed with you before you agree to proceed. You won’t be charged unless you have agreed the scope of work
Fees and charges - ongoing services
- You pay a percentage of the value of your portfolio per annum
- Our fee structure is tiered, which means your fee percentage reduces the more you have invested with us
- Fees are typically deducted from your investments, but we can also invoice for them and offer other alternatives too. All servicing fees are clear and transparent
- Typical Financial Planning Review Service fees for a portfolio of £800,000 held in our custody are 0.4% per annum inc VAT (£3,200), depending on your investment solution
- The above is just one illustrative example. We have other services, both specialist and lower cost, which may be more suitable for your needs
Investment management fees
What you get and how we charge for our services.
What you get
- Dedicated investment manager
- Ongoing assessment on maintaining your investment strategy and portfolio to meet your needs and objectives
- Bespoke investment portfolio making use of available capital gains allowances
- Regular economic and market updates
- Annual tax report
- Access to our client portal
- Custody of your investments and administration support
Fees and charges
- You pay a percentage of the value of your portfolio per annum
- The fee is deducted from your investments
- Our fee structure is tiered, which means your fee percentage reduces the more you have invested with us
- Typical Discretionary Portfolio Service fees for a portfolio of £800,000 held in our custody are 1.25% per annum inc VAT (£9,970)
- The above is just one illustrative example. We have other services, both specialist and lower cost, which may be more suitable for your needs
Interest rates on cash
How much you earn on cash held in interest-bearing accounts.
Our clients often stay with us for generations
That’s because personal relationships are fundamental to our success. We pride ourselves on forging longstanding relationships and offering tailored services at prices that are fair and competitive.
Looking for other pricing?
The approach and illustrative fees & charges on this page are for UK individuals only. If you’re a financial intermediary, business, charity or are based outside the UK, and are looking to find out what you might pay for our services, enter your details below and we’ll get back to you.
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