Entrepreneur client advocacy for mutual growth
Wealth management advice for your entrepreneur clients
Your clients’ partner
We are the one voice around the table, advising your client on their personal finances during the business exit process.
We are distinctive in the market, delivering dual expertise in financial planning and investment management with extensive experience of working with business owners and their advisers.
Financial planning - our financial planners help entrepreneurs answer the buring questions, how much will I need? How do I plan for my kids' future? How do I manage tax efficiently? What lifestyle choices are realistic? We use cashflow modelling to develop a comprehensive and unique plan for their personal finances.
Investment Management - We build a tailored investment strategy with the aim of preserving and growing their wealth, with a focus on protecting what they have worked so hard to build.
We are invested in the entrepreneur exit community, building a community of advisers, business leaders and entrepreneurs with access to world class insight and advice.
How we help your clients embrace what's next
We develop a full financial plan enabling you to make confident financial decisions and build a tailored investment strategy with the aim of preserving and growingyour wealth, protecting what you have built while letting you embrace what's next.
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Understanding the FSCS temporary high balance rule and its impact on personal injury settlements
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Events & webinars
Latest events hosted or faciliated by Evelyn Partners
- Event
Refresh your retirement plans and stay on track
Register for our free webinar and listen to our experts’ top tips on preparing your finances for retirement.
- Event
Estate planning workout – How to pass on your wealth
Register for our free webinar where we explore the different methods of passing on your money to your adult children.
- Event
Balance your cash savings and investments in 2024
With interest rates on the rise, a savings account might seem like the most sensible choice. But even with this increase, it’s important to consider if your savings will return enough money so that you can reach your long-term financial goals.
- Event
Refresh your retirement plans and stay on track
Register for our free webinar and listen to our experts’ top tips on preparing your finances for retirement.
- Event
Estate planning workout – How to pass on your wealth
Register for our free webinar where we explore the different methods of passing on your money to your adult children.
- Event
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With interest rates on the rise, a savings account might seem like the most sensible choice. But even with this increase, it’s important to consider if your savings will return enough money so that you can reach your long-term financial goals.
- Event
Refresh your retirement plans and stay on track
Register for our free webinar and listen to our experts’ top tips on preparing your finances for retirement.
- Event
Estate planning workout – How to pass on your wealth
Register for our free webinar where we explore the different methods of passing on your money to your adult children.
- Event
Balance your cash savings and investments in 2024
With interest rates on the rise, a savings account might seem like the most sensible choice. But even with this increase, it’s important to consider if your savings will return enough money so that you can reach your long-term financial goals.
- Event
Refresh your retirement plans and stay on track
Register for our free webinar and listen to our experts’ top tips on preparing your finances for retirement.
- Event
Estate planning workout – How to pass on your wealth
Register for our free webinar where we explore the different methods of passing on your money to your adult children.
- Event
Balance your cash savings and investments in 2024
With interest rates on the rise, a savings account might seem like the most sensible choice. But even with this increase, it’s important to consider if your savings will return enough money so that you can reach your long-term financial goals.
- Event
Refresh your retirement plans and stay on track
Register for our free webinar and listen to our experts’ top tips on preparing your finances for retirement.
- Event
Estate planning workout – How to pass on your wealth
Register for our free webinar where we explore the different methods of passing on your money to your adult children.
- Event
Balance your cash savings and investments in 2024
With interest rates on the rise, a savings account might seem like the most sensible choice. But even with this increase, it’s important to consider if your savings will return enough money so that you can reach your long-term financial goals.
Remember, investments carry risk - you may get back less than invested
Speak to an expert
Connect with the power of good advice
By understanding your goals and aspirations, we offer the services that enable you and your clients to thrive. Contact us today and our specialists will be there to assist you.