Leeds – Wellington Place
Contact this office
Our advisers are all available for telephone meetings. We’re here to help you with your wealth management and financial plans.
Your financial future starts today
Evelyn Partners, is an award-winning company that looks after £63.0bn of assets under management, as at December 2024. In February 2019, Evelyn Partners, won Wealth Manager of the Year and Financial Adviser Team of the Year at the prestigious Yorkshire Financial Awards.
Make Evelyn Partners, in Leeds your trusted partner to create a financial future where your money works hard for you. We are a well-established network of highly qualified investment experts dedicated to offering expert advice backed by a clear plan tailored to you. Our aim is to help you achieve your goals and meet your requirements while growing and preserving your wealth.
Our services
Taking the first steps towards your financial future is easy. We will arrange an initial consultation where we will listen to and understand your needs and goals. Next, we develop a long-term financial strategy which we will review regularly as your situation changes over time. Finally, our investment professionals will look at the best way of building a solid foundation for growing and preserving your wealth.