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Financial planning
Whether you need retirement and pensions advice, support with inheritance tax and estate planning, guidance when selling your business, would like to invest for children or achieve other goals, our financial planners at Evelyn Partners can help
Financial advice to help you achieve your goals
Our financial planners help people at all stages of life with their financial goals.
There is no one-size-fits all solution for financial planning – our service is personal to you. You may need one-off advice on a particular topic, such as your retirement, or a comprehensive plan for your overall finances with ongoing support. You can work with us over the phone or meet us at your home, workplace or local Evelyn Partners office.
Explore our comprehensive list of financial planning options – from a full financial plan to life-changing events – to discover how we can help you.
What is financial planning?
Financial planning involves establishing your goals, understanding your current financial situation and building a plan to get you to where you want to be. This isn’t just a finance plan; it’s a plan for your life. It includes everything from budgeting to saving, investing and managing tax to establishing your plans for retirement and passing on wealth.
The purpose of financial planning is to help you live the life you want while also giving you financial peace of mind.
Why choose Evelyn Partners for your financial planning?
Evelyn Partners have been helping clients with their personal financial planning for more than 100 years. Today, we have a nationwide team of Certified and Chartered financial planners who provide expert financial planning advice to people from wide-ranging backgrounds and with diverse circumstances to help them secure their financial futures.
When you choose Evelyn Partners, we’ll start by focusing on what your values and aspirations are, as well as your attitude to risk. Once we’ve got to know you, we’ll use our expertise across financial planning, tax and investing to create and stress-test a financial strategy that’s just right for you.
Would you benefit from expert financial planning advice?
If you’re thinking about how you’re going to meet your financial goals, it’s time to speak to Evelyn Partners.
Why not book a complimentary appointment with one of our experts?
Financial planning services Evelyn Partners offer
A full financial plan
Our experts can work with you to create a comprehensive financial plan that encompasses all your different goals and requirements, however complex your finances are. This can cover everything from retirement and estate planning to protecting your family’s finances and investing for children.
As well as giving you clarity, a full financial plan can help ensure that all your finances are working together to help you achieve your goals. This is important because actions in one area can have an impact on others, for example, there could be tax consequences.
Pensions and retirement planning
We support clients with their plans for retirement. While some have a firm idea of what they want this to look like, for others, their retirement plans are less certain. Whatever stage you’re at, our experts can work with you to develop and articulate your goals and create a strategy to help you get there.
We'll ensure you’re making the best use of pensions and other investment options, are investing in line with your goals and risk tolerance, and structuring your finances tax-efficiently. And when it comes to retiring, we’ll support you in taking an income in the most effective way.
Tax planning
Organising your finances in the most tax-efficient way is a crucial part of financial planning because it enables you to minimise the amount of tax you pay to help preserve your wealth and work towards achieving your financial goals.
Through our expertise in tax planning, we can help you structure your finances and make use of all available allowances and reliefs across everything from investing and saving for retirement to passing on an inheritance.
Financial protection
A key aspect of any financial plan is financial protection. It’s important to ask yourself, how would you or your loved ones cover your bills if you were unable to work due to injury or illness? How would they cope financially if the worst happens to you? Although many of us don’t like to think about these scenarios, it’s vital to consider your financial security.
There are a wide range of financial protection options available. We are experts in the field and will get to know you, your family and your finances in order to recommend the most appropriate option.
Investing for children
Increasing financial pressure on younger generations means that investing for children is becoming even more important. There are a number of different ways to invest for a child. The right option will depend on a number of factors such as your relationship to the child, how much risk you wish to take, how and when you want them to access the funds, how much control you want to maintain and how much you want to invest.
We can help you understand the options and invest in the way that is right for both you and the children.
Inheritance tax and estate planning
How your assets are passed on both in your lifetime and after you die can have significant tax consequences. By planning in advance, it’s possible to minimise or even eliminate an inheritance tax bill while also ensuring you retain control of your finances and don’t compromise your lifestyle.
Our financial planners are experts in estate planning and inheritance tax, and they can help you pass on your assets effectively and in line with your wishes and values.
Life-changing events
Throughout life there are events that can change our lives significantly and have a huge impact on those around us. They also have profound and often complex financial consequences. Examples include divorce or the need for long-term care.
These events are part of life. Our financial planners are hugely experienced at guiding clients through them. Drawing on their specialist skills, they can give you the advice you need, helping you to cope with the immediate impact and face the future with more certainty.
Could our financial planning service benefit you and your loved ones?
Our financial planners are experts in all fields relating to your wealth. From leaving a legacy all the way through to making sure your money is working hard for you, they can help. Find out more about our financial planning service in our free guide.
Why choose us?
Qualified and experienced
If you needed help with a health or legal issue you would want the best doctor or solicitor available. We believe it is the same when it comes to money.
Personal service
Everyone has different lifestyles and financial circumstances, aims for the future and attitudes towards investing. Our service always begins with a thorough discussion about what you have, what you want to and your attitude towards risk.
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Financial planners
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Investment managers
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Book an initial consultation
To book an initial consultation with one of our experts, just fill in your details. Please also let us know in ‘Your comments’ which areas are of primary interest to you, for example, inheritance tax, pensions, retirement planning or investment planning.
How it works:
- We will call you back to arrange your consultation
- Your consultation can be held over the phone or at your home, workplace or nearest Evelyn Partners office
- You will be able to ask any questions you have and find out more about how we can help you
- Your consultation will be at our cost and there is no obligation to work with us afterwards
Book an appointment
Please complete this form, and one of our experts will call you at a convenient time.
Related content
Guide: Estate planning
Estate planning involves passing on wealth to the people that matter in the most effective way. People start estate planning for many different reasons – some want to reduce an Inheritance Tax bill, others want to see the next generations enjoying their money. In this guide we look at the different options for estate planning, from simply spending your money to making gifts in complex trusts.
Guide: Inheritance tax
In this guide we explain what Inheritance Tax is, who pays it and when it is paid. We also look at several ways to manage or reduce an Inheritance Tax bill, from using your various allowances to making gifts and setting up life insurance to cover the bill.
What do the Autumn Budget changes mean for inheritance tax planning?
The Chancellor’s announcement could mean higher inheritance tax liabilities for many estates. We’ve got expert tips on areas to review in light of the new rules
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.