Wealth management that starts with one simple question: What's next?
What's next?
Everyone's next is different. We'll be your expert partners in seizing the opportunities that wealth can bring to make your unique future a reality.
What's next for you
What's next for you
For us, wealth advice always starts with you. Your ambitions, your career, your passions. So we'll listen first, then work together to bring forward the bright future you want.
What's next for your money
What's next for your money
For us, wealth never stands still. So we're constantly assessing opportunities in an ever-changing financial landscape to help you protect and grow your wealth.
What's next for the world
What's next for the world
For us, the future is something to be excited about. We're fascinated by how advancements from technology to culture can positively impact wealth creation. So let's sit down and discuss it together.
Our services
We go further to understand what matters most to clients, delivering personalised, expert advice to help you define, plan and invest for what's next.
Wealth management
Bringing together financial planning and investment management to help you define, plan and invest for what’s next.
Explore combined wealth management
Financial planning
Expert advice to help you plan for life’s big decisions and your financial future.
Explore financial planning solutions
Investment management
Personalised investment solutions to help you grow and protect your wealth your way.
Explore investment management solutionsThis is us
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients across the country. Everything we do is driven by our purpose of placing the power of good advice into more hands.
£63.0bn
of assets under management, as at December 2024
188
years of experience
25
offices in towns and cities across the UK, Ireland and the Channel Islands
Who we help
Whether you’re an individual or family, a partner in a firm, or an entrepreneur, we have a team with the skills and experience to help you achieve your goals.
Let’s discuss your goals
Arrange a call with an expert wealth manager today
Fresh perspectives
- Insight
What is pound cost averaging and is it beneficial?
Pound cost averaging can help you invest wisely by spreading your investments over time, but what are the benefits of this investment strategy compared to lump sum investing?
- Insight
Maximise your capital gains tax exemption before the end of the tax year
Here are four strategies to mitigate tax paid on investments
- Insight
Dealing with deal fatigue: financial tips for post-business exit planning
Jumping right into big decisions about personal finances after selling a business may not be the best option. We look at how you can structure your finances to provide safety and protection against inflation while you decide what’s next
- Insight
Determining the right investment risk for your portfolio
The rise of 'finfluencers' is reshaping how people approach investing. While these social media experts can make financial matters seem straightforward, their advice and ‘do it yourself’ investing may not always be suitable for everyone, Here’s why professional financial advice is crucial for managing investment risk effectively
- Insight
US equities are adjusting to China-US tensions
US stocks are being negatively affected by geopolitics but there are still many reasons for a potential recovery including consumer confidence and positive company earnings
- Insight
Spring Statement 2025: What could be in the Chancellor’s forecast?
Chancellor Rachel Reeves has committed to just “one major fiscal event a year to give families and businesses stability and certainty on upcoming tax and spending changes.¹” So, should we dismiss the Spring Statement as a non-event?
- Insight
Spring Statement update: Walking the fiscal tightrope
Chancellor Rachel Reeves' update on the UK economy eased investor concerns despite initial nervousness
- Insight
Spring Statement 2025: The main headlines
Here we outline Chancellor Rachel Reeves’s key announcements made on 26 March 2025
- Insight
What’s next? Combined business exit and financial advice for entrepreneurs
Helping entrepreneurs to make a smooth transition from building their business, to enjoying the proceeds and creating long-term financial security
- Insight
What is pound cost averaging and is it beneficial?
Pound cost averaging can help you invest wisely by spreading your investments over time, but what are the benefits of this investment strategy compared to lump sum investing?
- Insight
Maximise your capital gains tax exemption before the end of the tax year
Here are four strategies to mitigate tax paid on investments
- Insight
Dealing with deal fatigue: financial tips for post-business exit planning
Jumping right into big decisions about personal finances after selling a business may not be the best option. We look at how you can structure your finances to provide safety and protection against inflation while you decide what’s next
- Insight
Determining the right investment risk for your portfolio
The rise of 'finfluencers' is reshaping how people approach investing. While these social media experts can make financial matters seem straightforward, their advice and ‘do it yourself’ investing may not always be suitable for everyone, Here’s why professional financial advice is crucial for managing investment risk effectively
- Insight
US equities are adjusting to China-US tensions
US stocks are being negatively affected by geopolitics but there are still many reasons for a potential recovery including consumer confidence and positive company earnings
- Insight
Spring Statement 2025: What could be in the Chancellor’s forecast?
Chancellor Rachel Reeves has committed to just “one major fiscal event a year to give families and businesses stability and certainty on upcoming tax and spending changes.¹” So, should we dismiss the Spring Statement as a non-event?
- Insight
Spring Statement update: Walking the fiscal tightrope
Chancellor Rachel Reeves' update on the UK economy eased investor concerns despite initial nervousness
- Insight
Spring Statement 2025: The main headlines
Here we outline Chancellor Rachel Reeves’s key announcements made on 26 March 2025
- Insight
What’s next? Combined business exit and financial advice for entrepreneurs
Helping entrepreneurs to make a smooth transition from building their business, to enjoying the proceeds and creating long-term financial security
- Insight
What is pound cost averaging and is it beneficial?
Pound cost averaging can help you invest wisely by spreading your investments over time, but what are the benefits of this investment strategy compared to lump sum investing?
- Insight
Maximise your capital gains tax exemption before the end of the tax year
Here are four strategies to mitigate tax paid on investments
- Insight
Dealing with deal fatigue: financial tips for post-business exit planning
Jumping right into big decisions about personal finances after selling a business may not be the best option. We look at how you can structure your finances to provide safety and protection against inflation while you decide what’s next
“ Driven by our purpose of placing the power of good advice into more hands, we're here to help you make significant decisions with confidence, providing strong foundations for your future and guide you towards your goals. ”
Our awards
Recognition for the work we do to support our clients is always an honour. Here are some of our achievements.
STEP
STEP
Following a rigorous judging process, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.
PAM
PAM
What a great pleasure to win twice at the 2024 PAM awards: Total Wealth Planning – High Net Worth and Investment Performance – Cautious Portfolios. Past performance is not a guide to future performance.
FT/Investors
FT/Investors' Chronicle
The Investors’ Chronicle recognised Evelyn Partners as a 5-star wealth manager at the Celebration of Investment Awards 2024.
Organisations we help
Evelyn Partners provides services to financial intermediaries, charities and family offices.
Financial intermediaries
Let us help you help your clients by managing their investments while you focus on financial planning.
Find out more
Charities
Our experts can help you develop and implement an investment approach that is right for your charity.
Find out more
Fund Solutions – Independent ACD and Fund Administration solutions
Evelyn Partners Group Limited (“the Group”) has announced that it has entered into an agreement to sell its Fund Solutions business, operated by Evelyn Partners Fund Solutions Limited (“EPFL”), to Thesis Holdings Limited (“Thesis”). The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.