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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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The Partner’s trusted partner

Wealth management for professional firms and their Partners.

  • Partners in a firm
  • Your clients’ partner
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Partners in a firm
Your clients’ partner

Your personal wealth partner

Being a partner in a professional services firm, such as a legal practice or consultancy firm, comes with its challenges and demands. At Evelyn Partners, we possess the financial planning and investment management capabilities which are uniquely tailored to the complexities of how partnerships are set up financially.

We are a partner-led service, meaning that all senior professional partners are looked after by a fellow senior professional with the expertise to relate to your challenges.

We work with professionals like you. We have the credentials to understand and support your partnership.

Our services

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Pensions and retirement

Saving into your pension and planning for the retirement you want.

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Tax planning

Structuring your finances tax-efficiently and using your available allowances and reliefs.

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Inheritance tax and estate planning

Managing an inheritance tax bill and passing on your assets to the people you want in the most effective way.

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Financial protection

Ensuring you and your family are financially protected, whatever the future brings.

Find out more

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