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  • United Kingdom
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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
Evelyn Partners funds
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DIY Investing - Bestinvest
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  1. Home
  2. Keeping you safe
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Keeping you safe

At Evelyn Partners we take information and IT security seriously.

Our dedicated information security team works to ensure that your personal information and your online account are safe and secure to use. Fraudsters are constantly creating new ways to try and steal your information and threats are continually evolving. We have produced some advice and guidance to show how we protect you, details on how to protect yourself, and what to do if you think you may have been a victim of fraud. We hope you find these useful.

Authorised Push Payment (APP) Fraud Reimbursement Policy & Your Rights

There have been important updates concerning your rights and responsibilities under the Authorised Push Payment (APP) Fraud Reimbursement Policy. This policy is effective from 7 October 2024 and is designed to provide protection and support in the event of fraudulent activity involving authorised push payments. 

Find out more
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Client security guidance

Client security guidance

Fraudsters are continually coming up with new ways to get in touch with consumers and trick them into divulging personal information or even handing over cash. By being aware of the different tricks used by criminals you can help protect your information and finances.

Learn more
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What do we do to protect your information?

We take the security of your information extremely seriously and have a dedicated cyber security team working to ensure threats are responded to.

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General guidance on protecting your information

There are a number of steps that you can take to protect your personal information online.

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Security news

Keep up to date with the growing number of ways fraudsters may try to compromise accounts or steal your information.

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Types of fraud

The ways in which fraudsters are attempting to get access to your information and accounts are evolving constantly. We have produced a list of fraud types with a further explanation.

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Fraudulent activity

The ways in which fraudsters are attempting to get access to people’s information and accounts is evolving constantly. We take the threat of fraud seriously and have policies and procedures in place to protect our clients and investors.

Learn more
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What can you do to protect your information?

Protecting your accounts doesn’t need to be complicated or time consuming. Sometimes a few simple changes can help keep your information more secure.

Learn more
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Where to get help or further information?

We have provided further information and resources that can help if you are worried about or have experienced fraud.

Learn more
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

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Mr.
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I have investments of...
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