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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
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DIY Investing - Bestinvest
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Jersey

International solutions for families, trustees and charities. Whether you’re an individual, family office, trustee or charity operating in multiple jurisdictions, our Jersey-based team understands the challenges and pressures you face.

How we can help

At Evelyn Partners we have a dedicated team of specialists who provide tax-efficient international solutions for financial planning, investment management, settlements, custody and dealing.

We place great emphasis on developing close personal relationships with you, as we believe this is the best way to ensure we fully understand your circumstances and provide advice that is right for you.

Our services


Financial planning

We can help you implement effective investment structures, while complying with all relevant legislation.

Investment management advice

Creating bespoke investment strategies to help individual family members achieve their financial aims, no matter where they are based.

Moving to Jersey?

Jersey is an ideal place to live. Not only is it a beautiful country setting with the sea never more than ten minutes away, but there are also excellent transport links to the UK and Europe, so it’s easy to keep in touch with relatives and business associates.

Get in touch

Matt Falla Investment management
Investment management

Matt Falla

Director and MD, Investment management – Private clients

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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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