Birmingham
Contact this office
Our advisers are all available for telephone meetings. We’re here to help you with your wealth management and financial plans.
Located in the heart of Birmingham’s business district, the Midlands office is one of Evelyn Partner's largest. The office is growing and offers a broad range of financial services to individuals across the Midlands, nationally and internationally.
Our locally-based investment specialists offer a wide range of end-to-end services to meet our client’s needs throughout their life and have built a commitment to the city over many years.
Our client base is diverse, including UK and international entrepreneurs, private clients (including UK resident and non-UK domiciled individuals), professional practices and not-for-profit organisations.
Our highly-skilled investment managers provide bespoke discretionary and advisory investment management for private clients, trustees, charities and smaller institutions (including offshore portfolio management), trusts, pensions and portfolio management for charities.
We apply a multi-disciplinary, entirely holistic and joined-up approach to assisting our clients with all their financial affairs and pride ourselves on building long-term relationships.
Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.