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Our approach to fees & charges
Everyone’s different, which is why we don’t offer a one-size-fits-all approach to our service, 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
Most of our competitors either assign you to a financial planner or an investment manager, but we have the expertise to be able to offer you both - and we can help you with your tax planning or business too.
This means we can offer you all the services you might need to plan your future, grow your wealth and manage your taxes – whether you are an individual, a family or you have a business, and whatever stage of life you are at.
This ensures that in every aspect of your finances you are advised by an expert in their field, not a generalist. We offer this service as we believe it delivers better client outcomes.
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 provides you with what you need and is the right price.
4. We review it regularly
We offer one-off, periodic or ongoing evaluations to make sure our services remain suitable for you and are priced accordingly. Sometimes this means prices can go up or down.
The benefits of our approach
Our wide range of services allow us to recommend something to meet your requirements. In some cases, our services may not be suitable for your needs and it might be more appropriate for you to work with our online service, Bestinvest.
Competitive pricing
Tiered pricing structure and fees that take into account the amount of work and type of investments.
Easy access to your money
No need to give notice on withdrawals.
No exit or termination fees
It’s your money, not ours.
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.
Fees and charges - initial plan
- Once you have discussed and agreed how we can help you, your financial planner will confirm the fee for advice, research, recommendation and implementation covering areas of planning you require
- Advice fees may include VAT – we will be clear if this is not the case
- Fees for individual advice services typically start from £2,000. We commence work once you have confirmed you are happy to proceed
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 including 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
What you get as part of an ongoing service
- A dedicated financial planner who can guide you through any life events, changes to your financial circumstances, or changes in legislation that impact your plan
- Access to and support from our back office teams
- Ongoing suitability reviews to provide a recap of previous advice and assess/confirm the suitability of your tax wrappers and investments, typically every 12 months
- Support with simple additional contributions and withdrawals based around your overall plan, as well as the tax wrappers, income and allowances/reliefs you have available
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
- Implementation of this plan
- Support with tax allowances and regular/single capital withdrawals
- Access to our online portal alongside regular statements and tax reports
Investment management fees
What you get and how we charge for our services.
What you get
- A 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 where possible
- 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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